Author Archives: admin

Retirement Plan Advisors Advantage

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

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A Call For A New Standard For Financial Advisors

My latest JDSupra.com article can be found here.

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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on participant assets invested with Vanguard index funds. The fee won’t apply to existing Fidelity clients and will be billed to the plan sponsor … Continue reading

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Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discounting the original: How to Succeed in the 401(k) Plan Business: (and 401(k)’d: A Life) at 50% off to $4.99. Enjoy the original before you read the … Continue reading

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The problem of being passive-aggressive with employee

I always say the two worst things you can give people are false praise and false hope. One of the reasons that I started my own law practice is because I was an employee and for the most part, I … Continue reading

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Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-fold, being complacent in the retirement plan industry and being complacent with your clients. Any business whether it’s retirement plan based or not has to change with … Continue reading

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Second Kindle Book Will Be Coming

In a shameless act of self promotion, I would like to announce that I’m working on a new Kindle Book. It’s a sequel to my first 401(k) book called: How to Succeed in the 401(k) Plan Business: (and 401(k)’d: A … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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The Most Avoidable Errors Of A 401(k) Plan Sponsor

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

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Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a connected guy. Now if I said instead, this is a friend of ours that would mean you a made guy. A Capiche?” – … Continue reading

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