Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Participant directed 401(k) plans that are governed under ERISA §404(c) offer the plan sponsors liability protection based on a participant’s gains or losses on thei...
I have worked with several associations in setting up a multiple employer plan (MEP) and even more, that didn’t want to start one. As I often discuss, starting a MEP isn’t easy because of the times it takes to grow assets and become viable. For asso...
At home, I have Verizon FIOS for TV and the Internet and that was after having my cable provider, Op...
I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal with the unde...
In communications with other plan providers, clients, and potential clients, you have to be clear. T...
When I first started my law practice, I’d be asked to sponsor a networking event or a plan sponsor...
There are so many times in business where you may craft the greatest idea out there that will make p...
There is always that line that you’re hired to be fired. No matter how great you are as a plan pro...
It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...
I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...
