Monthly Archives: February 2011

The Rosenbaum Law Firm Review

The latest edition of my newsletter can be found here.

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The Value of A Good ERISA Audit Firm

My latest article on JDSupra can be found here.

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Investment News Article

My comments regarding Target Date Funds can be found here.

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Beware of the Inflated Daily 401(k) Custody Fee

As a kid growing up in the late 1970’s and the 1980’s, I remember that almost every TV Guide and many magazines had an insert for one of the two major record clubs. Prior to digital downloading, buying through a … Continue reading

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Defined Benefit Plans and The Time Of Our Youth

My father and aunt grew up in Israel after its independence in 1948 and they both lived there for about a dozen or so years.  My aunt vividly describes her experience in much more fonder terms than my father does. … Continue reading

Posted in 401(k) Plans, Retirement Plans | 3 Comments

401(k) Plans don’t have to be a period, but can be a comma

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading

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The Smaller The 401(k) Plan, The Bigger The Problems

My latest article on JDSupra can be found here.

Posted in 401(k) Plans, Retirement Plans | 2 Comments

Don’t Blame 401(k) Plans

There was an article in the Wall Street Journal a few days back and it’s about how Baby Boomers are starting to realize that 401(k) plans fall short. Too much is blamed on 401(k) plans. At their very worst, they … Continue reading

Posted in 401(k) Plans, Retirement Plans | 16 Comments

Make Sure All Plan Providers Are Properly Insured

This past weekend, my wife and I signed up our children for summer camp. At $10,000, it was actually more than more than 3 years of my tuition at Stony Brook. I met the camp owner and just being so … Continue reading

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My Cousin, My 401(k) Plan’s Financial Advisor

I have some simple rules to live by. I never bet on the Mets, eat Kosher Chinese Food, or do business with family. Yet I have come across so many financial advisors who bemoan to me that they couldn’t net … Continue reading

Posted in 401(k) Plans, Retirement Plans | 2 Comments