Category Archives: Retirement Plans

How Plan Sponsors Can Avoid Cutting Their Nose To Spite Their Face

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

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Communication is key when dealing with your client

I have been an ERISA attorney for almost 19 years now and it’s gone by pretty quickly. I have worked for a few ERISA attorneys and have seen quite a few out there giving speeches around here and there. Probably … Continue reading →

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The Thing about Payroll Provider TPAs

Last week, I published on JDSupra.com my annual article regarding payroll provider third party administration (TPAs) firms and my recommendation that using them is a bad mistake. The article gets a lot of raves from other TPAs and the financial … Continue reading →

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Let Former Employees Roll Their Money Out

One of the rules I live by is that I believe that you should never let someone who dislikes you be in a position where they can hurt you. Let’s just say that I worked for someone who should have … Continue reading →

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When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longer involved in my synagogue and one of the interesting things I’ve discovered are something called card breaks. A sports card dealer buys a … Continue reading →

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Retirement Plan Advisors Advantage

My newest newsletter for retirement plan professionals can be found here.

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My problem with Target Date Funds

When it comes to consumer products and food products, we have stringent labeling requirements. Products must have the contents to support that they are Made in the USA, organic, and juice in order to put that claim on their products … Continue reading →

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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Using Your Payroll Provider As Your 401(k) TPA Is A Big Mistake

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

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Credentials and awards could just be a paid smokescreen

A Long Island business newspaper once named my old law firm’s administrator as its Chief Financial Office of the year and the first thing I asked at the time was: “How big was the ad?” That’s because my old law … Continue reading →

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