Category Archives: Retirement Plans

A Plan Sponsor’s Guide To Selecting Retirement Plan Providers

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

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Things That Plan Providers Don’t Tell You as a 401(k) Plan Sponsor

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

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Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. That may be true, but a class action lawsuit isn’t the only thing to fear. Most plans aren’t big enough … Continue reading

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2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k) plan account balance. The analysis found that the average account balance for younger (25-34), less tenured (1-4 years) workers gained 43% in 2017 … Continue reading

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Tax reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my words: the elimination of certain deductions will negatively impact the amount of deferrals that people will be able to put in their 401(k) plan. Limiting … Continue reading

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Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise and/or to bring members together. My crowning achievement was having a standup comedy event hosted by Sal The Stockbroker Governale from The Howard … Continue reading

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Retirement Plan Advisors Advantage

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

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Plan Providers Should Encourage Participants To Rollover Assets

My latest article on 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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Whether A Plan Sponsor Should Hire An ERISA §3(16) Administrator

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

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