Category Archives: Retirement Plans

End of Year Tips for The 401(k) Plan Sponsor

Posted on December 13, 2014 by admin

My latest JDSupra.com article can be found here.

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USA Today

Posted on December 9, 2014 by admin

Proud to have been quoted in USA Today for an article on plan participant concerns with their mutual fund lineup. Please click here for the article.

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The Road to Hell is Paved with Good Intentions

Posted on December 8, 2014 by admin

One of my favorite sayings is that “the road to hell is paved with good intentions.” To me, it means that good intentions could have some bad results. A big part of my practice has been helping advisors and brokers … Continue reading →

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Advisors Advantage

Posted on December 8, 2014 by admin

My newsletter geared towards retirement plan professionals can be found here.

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Pearls of “Wisdom” for 401(k) Plan Providers

Posted on December 6, 2014 by admin

My latest JDSupra.com article can be found here.

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The Need to Vett Plan Providers

Posted on December 1, 2014 by admin

The times that I have had trouble with a contractor or other type of business provider is when I didn’t bother to check their reviews.   Of course had I known the waterproofing company that I used for my downstairs … Continue reading →

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Stuff That Prospective 401(k) Plan Providers Tell You That’s True

Posted on December 1, 2014 by admin

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

Posted on December 1, 2014 by admin

My latest newsletter can be found here.

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An Employer’s “Recipe” for having a Great Retirement Plan

Posted on November 22, 2014 by admin

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

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Bells and whistles not being used is worse than having no bells and whistles

Posted on November 17, 2014 by admin

My wife will admit I am a dutiful husband. For years, I have been forced from sleep to stand online for Black Friday sales. One year, I stood on line at Sports Authority for the 5 am open to buy … Continue reading →

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