Author Archives: admin

The narrowing 401(k) margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,760 in 2019 money. This year, I bought an Apple MacBook Pro for about $1,800. In 2008, I was reviewing the … Continue reading

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Advisors Advantage

My latest newsletter for retirement plan providers can be found here.

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Hot Topics For 401(k) Plan Providers

My latest article for JDSupra.com can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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The RFP Process has to be on the up and up

Years ago, as a naïve associate at a semi-prestigious law firm (sorry Lois), I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island for a multi-employer plan. If you ever have to drive … Continue reading

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It’s a question of intent

I live in an unincorporated village on Long Island and I’m always amused by the people who want to lead the community without the best of good intentions. There are so many who do charity fundraising for the community and … Continue reading

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Something to augment what you do

As everyone knows, I’m not a big fan of payroll providers being third-party administrators, at least the big two. However, there may be opportunities for you to augment your services and make a couple of extra bucks. A perfect example … Continue reading

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401(k) Plan Sponsors Maybe Cutting Their Nose To Spite Their Face

My latest article for JDSupra.com can be found here.

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Acosta resigns, so what?

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controversy of a plea deal he negotiated as a U.S. Attorney in Florida with Jeffrey Epstein back in 2008. I’m sure you’ve also seen many articles … Continue reading

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Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do is make sure they roll out their assets from your retirement plan. Sure it means that you might have … Continue reading

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