Category Archives: Retirement Plans

A Good Plan Sponsor is the key to a Good Retirement Plan

Posted on September 15, 2014 by admin

I was a fit at my old law firm sort of like how my son’s toddler clothes fit him at age 7.  I wasn’t a good fit because I didn’t take myself too seriously, I tried to push for flat … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Retirement Plan Professionals That Plan Sponsors Should Avoid

Posted on September 14, 2014 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Arrogance is a bad trait for a 401(k) plan decision maker

Posted on September 8, 2014 by admin

Regardless of the business you’re in, one of the worst thing you can do in being the decision maker for your retirement plan is that you know better than most retirement plan professionals. No plan sponsor likes to get the … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Retirement Plan Advisors Advantage

Posted on September 8, 2014 by admin

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

Posted in 401(k) Plans, Retirement Plans | Leave a comment

401(k) Pros That Financial Advisors Should Partner Up With

Posted on September 7, 2014 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

The Rosenbaum Law Firm Review

Posted on September 2, 2014 by admin

My latest newsletter can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

What’s in it for Them?

Posted on September 1, 2014 by admin

I made peace with one of the biggest enemies I had professionally and it’s something I’m proud of. We both admitted we were wrong and acted in haste because of a lack of communication and it was good for business … Continue reading →

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Proactive Steps Retirement Plan Sponsors Should Take

Posted on September 1, 2014 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

You Might Have a Problem With Your Retirement Plan When…

Posted on August 23, 2014 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Finding Missing Participants

Posted on August 18, 2014 by admin

Missing plan participants is one of the major issues when people leave employment and the plan sponsor has lost touch with them. After their last day of service, some plan participants fall off the face of the earth. The problem … Continue reading →

Posted in Retirement Plans | Leave a comment