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“Experience” means lots of things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

Don’t gyp employees on retirement plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

Welcoming the New Client

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing I...

What Were They Thinking #23 Sony loses on Betamax in the videotape format war

The funny thing about technology is that even if you have the best technology out there, it doesn’...

Just because I’m a rabid fan, doesn’t mean I have to hate other teams

I’m a big time Mets fan and I’m not ashamed to say it even though it’s been some few bright sp...

You Get What You Pay For

A few years ago, we were hired by a company to assist them on an Internal Revenue Service (IRS) audi...

What is the Chamber smoking?

The U.S. Chamber of Commerce has published a report highlighting the negative effects the new fiduci...

What Were They Thinking #22 Michael Cimino sinks a Studio

The 1970s in movies was celebrating the directors who came on the scene. It started with Peter Bogda...

Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have work...

The Thing about Payroll Provider TPAs

Last week, I published on JDSupra.com my annual article regarding payroll provider third party admin...