Monthly Archives: October 2012

Online donation link for The Berla Memorial Scholarship

As stated before, I started The Rozalia and Emil Berla Memorial Scholarship Fund that will benefit a Stony Brook University undergraduate who has shown excellence in history, primarily the history about the Holocaust.   This scholarship is named for the two … Continue reading

Posted in 401(k) Plans, Retirement Plans | Leave a comment

SaverNation: The Best Value Add-on for 401(k) Plans, Ever.

I have been in the retirement plan business working as an ERISA attorney for 14+ years. Over the past 14 years, you hear a lot of new ideas, products, or services, and the fact is that most of them suck. … Continue reading

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Don’t be over wowed by Plan Provider awards and credentials

A Long Island business newspaper named my old law firm’s administrator as its Chief Financial Office of the year and the first thing I asked is: “How big was the ad?” That’s because my old law firm is a regular … Continue reading

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Retirement Plan Advisors Advantage

My latest newsletter, geared towards financial advisors can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

The “Code” for Retirement Plan Financial Advisors

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

The Next Big Thing for 401(k) Plans

When changes to the Internal Revenue Code in 2006 made automatic enrollment part of the Code and much more appetizing to plan sponsors in limiting their fiduciary liability, I told my bosses at a producing third party administration (TPA) that … Continue reading

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Social Media for Lawyers or How I Built a National Law Practice using Social Media

My latest JDSupra.com article can be found here. Sorry, Lois.

Posted in Retirement Plans | Leave a comment

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment