Jerry Kalish

Retirement Plan Consultant and Administrator; Advisory Board Center on Business and Poverty ( @PFEEF; and Blogger

[Jerry Kalish @jerrykalish]

Form 5500: The Body Language of ERISA Compliance https://t.co/cgidtzptIe

[Jerry Kalish @jerrykalish]

Resiience. ResilienceThe Value of Resilience | Law People https://t.co/Rk6HJrqsMo. Not just for lawyers. Us financial service people can use it too.

[Jerry Kalish @jerrykalish]

A Cautionary Note on the President's Memorandum on Payroll Tax Deferrals | The Retirement Plan Blog https://t.co/LdrCXw31cT

[Jerry Kalish @jerrykalish]

So you missed the July 31, 2020 Restatement Deadline for Pension Plans and 403(b) Plans. Here's what you can do about it. | The Retirement Plan Blog https://t.co/KtgVvZ63PH

[Jerry Kalish @jerrykalish]

Not just for lawyers: Legal Business Development During the Pandemic : Think Differently | Real Lawyers @kevinokeefe https://t.co/mxi6G5M1Xw

[Jerry Kalish @jerrykalish]

Practical considerations for disability claimants during the COVID-19 pandemic - DeBofsky, Sherman, Casciari and Reynolds https://t.co/wXi38Qij0J

[Jerry Kalish @jerrykalish]

8 environment and development stories to watch https://t.co/nU3P5c1n3X

[Jerry Kalish @jerrykalish]

SECURE Act: How to take credit (tax, that is) for your retirement plan https://t.co/ZhARMTYnCA

[Jerry Kalish @jerrykalish]

The Restatement Requirement for Defined Benefit Plans: FAQs for Employers Adopting a Pre—Approved Plan https://t.co/rMCMIxMq22

[Jerry Kalish @jerrykalish]

Contgratulations, Colin. As one of Lexblog’s original bloggers 15 years ago, you’ll be part of one of the most forward thinking communication companies and a true “influencer”. No doubt that you will be making a significant contribution.

[Colin O'Keefe @colinokeefe]

I’ll be part of one more Wheelhouse early next week—and won’t be a stranger in the community after that.

It’s been an honor to be a big voice in this fan base for the past few years. It gets a little smaller going forward, but I’ll be here.

[Jerry Kalish @jerrykalish]

Defined Benefit Plans Have Issues Too https://t.co/BZTMSwgqKr Courtoon by @MillsD

[Jerry Kalish @jerrykalish]

Take Advantage of ERISA Safe Harbors: They can help penetrate the ERISA fog. https://t.co/zCNTaRJqN1

[Jerry Kalish @jerrykalish]

@TheRSN Star in the making: Louis Williams, East Chicago Central Cardinals

[Jerry Kalish @jerrykalish]

When your SIMPLE-IRA no longer fits, maybe it's time for a 401(k) plan...and November 2 is almost here | The Retirement Plan Blog https://t.co/FoHuL15Yjg

[Jerry Kalish @jerrykalish]

In the era of electronic enforcement, fidelity bond issues easily revealed on Form 5500 | The Retirement Plan Blog https://t.co/WH8pE2wkqg

[Jerry Kalish @jerrykalish]

CFA Urges 'No' Vote On Bill Limiting Investor Right To Sue Mutual Funds For Excessive Fees I always raise my eyebrows to a law that has the word "Reform" in it. https://t.co/DtRk5ZkSSs Hat tip to Fiduciary News @FiduciaryNews

[Jerry Kalish @jerrykalish]

Trust only goes so far: 4 Reasons You May Need a Non-Disclosure Agreement @caikenslaw https://t.co/8HzsAf5AS9

[Jerry Kalish @jerrykalish]

I just backed Child IRA Book - Is Your Child's Future Worth $1,000 a Year on @Kickstarter https://t.co/kWArIQFgCu @fiduciarynews

[Jerry Kalish @jerrykalish]

“Trust arrives on foot but leaves in a Ferrari… the Ferrari screeched out of the parking lot in 2008” https://t.co/yEn2fXcEfU

[Jerry Kalish @jerrykalish]

Timely reminder why an ERISA fidelity bond is necessary | The Retirement Plan Blog https://t.co/NWlRDgpoY1