Firm Marketing Tax Finance & Banking

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How a Retirement Plan Sponsor Can Avoid Being a Patsy

I always say that you should never be a spectator in your own life; you need to be an active participant in shaping your own life. Too often, a retirement plan sponsor acts like a spectator when the plan sponsor neglects...more

Stuff That Plan Providers Never Tell Plan Sponsors

I have a college degree and two law degrees (I’m not bragging), so I actually have three alma maters. I attended Stony Brook University, American University Washington College of Law, and Boston University. Out of the three,...more

What A Retirement Plan Financial Advisor Needs And Where To Get It

A checklist is an informational aid that is used to reduce failure by compensating for the lack of memory and attention of people. It also helps to ensure consistency and completeness in carrying out a task. I’ve learned the...more

The Bad Bet of Offering Self Directed Brokerage Accounts in 401(k) Plans

I love Las Vegas and I hate to gamble, which explains why I haven’t been to Atlantic City since 1995. I love the sights, sounds, the entertainment, the food, and everything but the gambling. I hate gambling because I don’t...more

Retirement Plan Sponsors Have More to Fear Than Fear Itself

In his inaugural address in 1933 amidst the Depression, Franklin Delano Roosevelt said that the only thing we had to fear was “fear itself”. 1933 predates ERISA by 40+ years, so FDR clearly didn’t understand the dilemmas of...more

Weekly Brief: CFPB, Legal Fees & Hashtag Hijackers [Video]

Oct. 18 (Bloomberg Law) -- Bloomberg Law's Lee Pacchia runs through the week's most important legal news. The Consumer Finance Protection Bureau is considering a plan to grant unprecedented legal immunity to mortgage lenders....more

Retirement Plan LegalEase

Most plan sponsors thought they couldn't afford an ERISA/ retirement plan attorney until now. Introducing Retirement Plan LegalEase, the $1,000 Retirement Plan Legal Solution to help you minimize your fiduciary liability as a...more

Solving the Mystery of What a TPA does

When people ask my wife what I do for a living, she says she doesn’t know. Half the time I think she’s joking and half the time I think she is serious that she doesn’t know what an ERISA attorney does. The same thing goes...more

US Law Firms enter Australia

Most law firm Managing Partners would agree that the pace of change in the legal services sector is accelerating. Changes in the past 18 – 24 months have outstripped the two previous decades. I predict that 2012 will...more

Atlantic Electronics -v- HM Revenue & Customs

Fairness in Justice – Fighting one taxpayer by using the others taxes!.

The Chamber President, The Hon Mr. Justice Warren in the cases of HMRC –v- Atlantic Electronics held AN APPEAL BY HMRC TO disapply Rule 10 of the 2009 Rules is DISMISSED! “The right to opt out from Costs is a recognition of...more

Why Some Law Firms Have Lousy 401(k) Plans

My father is an electrician and my mother always joked that whenever we needed electrical work done in the house, we need to hire an electrician. The story is similar to the tale of the shoemaker’s children that needs shoes....more

Transfer Pricing and Indian Laws

This Document talks about the legal framework for Taxation and transfer pricing in India and in the world, transfer pricing methods, methods for calculation of arms length price, associated enterprise, International Taxation...more

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