Category Archives: Retirement Plans

How an Employer Can “Reboot” Their 401(k) Plan

My latest JDSupra.com article can be found here.

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Retirement Plan LegalEase

A write up of the affordable $1,000 Retirement Plan Legal Solution offered by my Firm can be found here.

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TPAs and Beer Distribution

In England, many of the top pubs are owned by British breweries because watering holes are an effective means of beer distribution. Pepsico (owners of Pepsi) used to own what is now known as Yum brands (KFC, Taco Bell, Pizza Hut, … Continue reading →

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The “Gray Hats” in the Retirement Plan Industry

One of my favorite genres is the Western.  While I prefer the works of Sergio Leone and Clint Eastwood to those of John Ford and John Wayne, I have always been a big fan of these films. I always like … Continue reading →

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Errors that Retirement Plan Sponsors Should Avoid But Do Anyway

My latest JDSupra.com article can be found here.

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Let Them Roth 401(k)

When I was at law school at American University, we moved to a new building a few blocks down and it was a drastic improvement from our original digs. One of my favorite stories is how the former Dean at … Continue reading →

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Advisors Advantage

My latest newsletter can be found here.

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Why Retirement Plan Financial Advisors Should Care Who Their Client’s TPA Is

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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Effect of 401(k) Fee Disclosure: Surely it will take time

I am serious and don’t call me Shirley. It’s the first week of July and nothing has changed in the retirement plan industry. While June 30th has come and passed, assuming all plan providers that were covered service providers made … Continue reading →

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