Category Archives: Audio/Visuals

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Risk Management Strategies for Business Owners for New Department of Labor Fee Disclosure Rules

Today our firm and Mike Cavanaugh and Tim Webb, Registered Investment Advisors at Know Your Options, Inc., sponsored a special briefing for corporate attorneys on the new fee disclosure regulations impacting their clients. Our briefing at the University of Chicago Gleacher Center was provided  to help them provide their clients with the guidance and strategies … Continue Reading

Navigating the New 403(b) Rules One Year Later: John Marshall Law School Presentation

On October 8 and 9, 2010, I participated in a seminar at the John Marshall Law School, "New Rules for Non-Traditional Retirement Plans", as part of the Law School’s LLM Program in Employee Benefits. The seminar was led by attorney Bob Toth with whom I collaborated in our 403(b) Crunch Time Series. Bob is considered one of the leading experts on … Continue Reading

403(b) and 457 “Lunch and Learn” at John Marshall Law School

Today I presented a “Lunch and Learn” about 403(b) and 457 retirement plan for the students at John Marshall Law School. It was a preview to the two day seminar on October 8 and 9, 2010 in which I will be participating. It’s called “New Rules for Non-Traditional Retirement Plans”, as part of the Law School’s LLM Program … Continue Reading

Report from the 5th Annual Employee Benefit Advisers Forum

Earlier this week, over 125 brokers, consultants, advisers attended the 5th Annual Employee Benefit Adviser Summit in Boca Raton, Florida. Looking Into The Future: What You and Your Clients Will Look Like.   Here’s a link to Employee Benefit Adviser’s report, Advisers Find Opportunities in Change at EBA Summit. My own presentation at one of the … Continue Reading

The Isely Brothers and the IRS

Those are the great Isely Brothers pictured off to the left whose music I grew up with. Memories of which were brought back to me by an article written by a kindred pop culture soul. And with no disrespect intended, in of all places, a big Washington, D.C. law firm. It’s David Fuller, a Partner in Morgan Lewis’s … Continue Reading

Revisiting communicating 401(k) and Marshall McLuhan

Our friend Roger Wohlner, a fee-only financial planner, who blogs at Chicago Financial Planner, sent me an email after reading the Marshall McLuhan reference in yesterday’s post, Communicating 401(k): Is the Medium the Message? Roger reminded me about McLuhan’s cameo in Woody Allen’s classic 1977 firm, Annie Hall. Thanks, Roger. The rest of you may … Continue Reading

The 2009 Retirement Plan in Review: The Good, The Bad, and The Ugly

    It’s that season of the year. No, not the obvious holiday season, but the award show season. And I’ve got my own called, The Retirement Plan Year in Review: The Good, The Bad, and The  Ugly. The reference is, of course, to Sergio Leone’s classic 1966 movie, considered the greatest of the Italian … Continue Reading

Defined Benefit Pension Plans: What’s Old Is New Again and Better Than Ever

Our blogging buddy, attorney Bob Toth, blogging from a ski slope in Quebec province, discussed the demise of defined benefit pension plans, Continuing the DB Demise Discussion. He notes that there are only 19,000 defined benefit plans now being covered by the PBGC. The context in which Bob writes is what is generally perceived to … Continue Reading

403(b) and 457 Seminar at John Marshall Law School

On October 31 and November 1, I participated in a seminar at the John Marshall Law School, “New Rules for Non-Traditional Retirement Plans”, as part of the Law School’s LLM Program in Employee Benefits. The seminar was led by attorney Bob Toth with whom I collaborated in our 403(b) Crunch Time Series. Bob is considered one of the … Continue Reading

Saving for Retirement In Plain English: new video by Common Craft

  Common Craft has just released their new video, Saving for Retirement In Plan English. They are superbly talented producers of videos for training and education, whose product they say is "explanation". The video can be licensed for use by any organization that has the goal of increasing awareness and adoption of a retirement savings … Continue Reading

The Wall Street Blues, c. 2003

I was flipping – or rather, clicking – through my album collection yesterday, and landed on The Well’s On Fire, Procul Harum’s 2003 studio album. If you’re not a child of the ’60s or are too young, they’re the 1960s British rock group best known for their 1967 hit single, A Whiter Shade of Pale, … Continue Reading

Wall Street: “If it can be broke then it can be fixed”

That’s Bloc Party, a British indie rock block pictured above. And If it can be broken then it can be fixed is the opening line from Pioneers, one of the tracks on Silent Alarm, their 2005 debut album. The album was crafted by chief lyricist Kele Okereke to examine the feelings and hopes of young … Continue Reading

Video: Investing Money in Plain English

Making complex ideas easy to understand is a topic I’ve blogged about before. Last month, I blogged, I asked you what time it is, not how to make a watch, which included Jonathan Jarvis’ excellent video The Crisis of Credit Visualized. Here’s another example. It’s the video, Investing Money in Plain English. It was created by Common Craft, superbly talented producers … Continue Reading