Monthly Archives: July 2012

Errors that Retirement Plan Sponsors Should Avoid But Do Anyway

Posted on July 14, 2012 by admin

My latest JDSupra.com article can be found here.

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Let Them Roth 401(k)

Posted on July 10, 2012 by admin

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

Posted on July 10, 2012 by admin

My latest newsletter can be found here.

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

Posted on July 8, 2012 by admin

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

Posted on July 8, 2012 by admin

My latest newsletter can be found here.

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

Posted on July 2, 2012 by admin

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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Retirement Plan Provider “Con Games” That Plan Sponsors Should Avoid

Posted on July 1, 2012 by admin

My latest JDSupra.com article can be found here.

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