Category Archives: Retirement Plans

Do You Want To Be A 401(k) Financial Advisor? An Intro

My latest JDSupra.com article can be found here.

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Don’t make yourself a target

Sometimes if you don’t want to be a target, don’t make yourself to be a target. Insperity Inc. a provider of outsourced human resource and business management services to small and midsized businesses has been sued by participants in a … Continue reading →

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The Rosenbaum Law Firm Law Review

My latest newsletter can be found here.

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The Plan Sponsor Awakens

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

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Trust in this business takes time

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading →

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10 Liability Pitfalls That Retirement Plan Sponsors Should Avoid

My latest JDSupra.com article can be found here.

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Just say sorry

I once referred work to an accountant for a retirement plan audit. He did a terrible job and there were issues regarding his ability to do the work. Making a lousy referral is even worse than doing poor work of … Continue reading →

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Things They Forget To Tell You as a 401(k) Plan Sponsor

My latest JDSupra.com article can be found here.

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Don’t Leave Your Level of Comfort

The law firm I started a few years back is actually more than 15 years old as it was a shell where I could offer legal services on the side while I did my normal day job. It was an … Continue reading →

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Plan Sponsors need to keep track of all plan amendments

I didn’t have such a wonderful time at law school because I felt the administration and much of the faculty weren’t honest when it came to the study of law and more importantly, our job opportunities. There was one law … Continue reading →

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