Monthly Archives: June 2011

The Incredible Shrinking Plan Provider Fee

I had a co-worker who got a competing job offer a few years back. He went to our boss and told him that he was leaving for a competitor, returning to a company he had left for this one.  So … Continue reading

Posted in 401(k) Plans, Retirement Plans | 4 Comments

403(b) Plans: (b) as in Boy, They Can Be a Mess

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

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Congress proposes to limit 401(k) leakage

A few months back, I wrote an article about some 401(k) provisions are bad ideas and quite a few of them were about some loan and hardship features that were burdensome to plan sponsors and could cause many errors in … Continue reading

Posted in 401(k) Plans, Retirement Plans | 4 Comments

Fiduciary Liability and Getting Hit By a Bus

When I first started in the business in 1998, I was working for a small law firm that was affiliated with a third party administration (TPA) firm that eventually became CBIZ Retirement Services, Inc. of Syosset, New York. One of … Continue reading

Posted in 401(k) Plans, Retirement Plans | 1 Comment

The Rosenbaum Law Firm Law Review

My latest newsletter can be found here.

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Why Retirement Plan Providers Need To Stay Ahead of the Curve

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

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Tapping 401(k) Opportunities

My comments in Financial Advisor Magazine can be found here.

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