Category Archives: Retirement Plans

2015 New Year Tips for Retirement Plan Providers

Posted on January 10, 2015 by admin

My latest JDSupra.com article can be found here.

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Give your clients their own “football”

Posted on January 5, 2015 by admin

When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a … Continue reading →

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401kwire’s Top 100 Most Influential in 401(k): #100

Posted on January 5, 2015 by admin

I am proud to have been named of the Top 100 Most Influential in Defined Contribution/ 401(k)  by 401(k)wire.com for the second year in a row. While I dropped from #73 to #100, you get no extra money for finishing … Continue reading →

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The Rosenbaum Law Firm Review

Posted on January 5, 2015 by admin

My latest newsletter can be found here.

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2015 New Year’s Resolutions For Plan Sponsors

Posted on January 4, 2015 by admin

My latest JDSupra.com article can be found here

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The Conduct Code for Retirement Plan Sponsors

Posted on December 28, 2014 by admin

My latest JDSupra.com article can be found here.

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Happy Clients Don’t Leave

Posted on December 23, 2014 by admin

Maybe it’s a simplistic approach when it comes to things, but I kind of see things the way they are in very simplistic approaches. When it comes to employees working for a client, I always say that happy employees never … Continue reading →

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Stuff That Won’t Help A Retirement Plan Sponsor Limit Their Liability

Posted on December 21, 2014 by admin

My latest JDSupra.com article can be found here.

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They aren’t laughing anymore

Posted on December 15, 2014 by admin

Maybe it’s an insecurity of mine, but I always felt and still do that there are many times that I haven’t been taken seriously. There were family situations and professional situations where that came to be and it wasn’t a … Continue reading →

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Plan Sponsor maybe wise to get a second opinion

Posted on December 14, 2014 by admin

If you don’t feel right and you go to the doctor and you get some grim or fantastic news about your health, isn’t it a good call to get a second opinion? Especially with certain types of cancer, speaking to … Continue reading →

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