Category Archives: Retirement Plans

The Top 10 Major Misconceptions That Financial Advisors Have About The Retirement Plan Business

My latest JD Supra.com can be found here.

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The Assembly Line approach to Retirement Plans

Henry T. Ford is considered the father or the pioneer of the modern day assembly line of manufacturing.  His development of the Model T and its way of manufacturing is considered one of the great developments in 20th century capitalism. … Continue reading →

Posted in 401(k) Plans, Retirement Plans | 8 Comments

MEPs: The Rumors, The Facts, and Buying in Bulk

1n 1946, a bunch of grocers in New Jersey started a cooperative called Wakerfern Corporation so they could get reasonable prices on wholesale goods. In 1951, these grocers decide to market their independently owned groceries under one name and that … Continue reading →

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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Still the #1 on JDSupra.com

Many thanks to my readers, making another of my articles the most read article on JDSupra.com. Click here for the list.

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The Need for Plan Sponsors to “Tune-Up” their Retirement Plans

My latest JDSupra.com article can be founds here.

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You Don’t Need To Think Nice, Happy Thoughts about the Retirement Plan Business

When I was at law school at American University Washington College of Law, I was the Executive Editor of The American Jurist, which was the student newsmagazine for my final year of law school. I wasn’t a particularly fond fan … Continue reading →

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My video in support of JDSupra.com

JDSupra.com was the best thing that happened to my practice, so when they asked me to help with marketing their terrific service, I said “anytime”. My YouTube video can be found here.

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Revving Up The Retirement Plan Tune-Up with Brightscope

My Retirement Plan Tune-Up, the legal review of a retirement plan for $750 now includes Brightscope analytic ratings at no additional cost. Click here for details. Click Brightscope Press Release as well.

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For Financial Advisors, the day of wine and roses are over

In the good old days of participant directed 401(k) plans, a good chunk of financial advisors did very little work for the plans that they advised. Many of them sat back, collected their trail or asset based fee, and maybe … Continue reading →

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