Monthly Archives: January 2013

ASPPA asks for clear guidance on MEPs

The American Society of Pension Professionals & Actuaries (ASPPA) is effectively a trade organization and like any trade organization, they get a lot of complaints about the work they do, some warranted and mostly not. In a nice and required … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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As a plan provider, marketing has to have the intent of drawing a dime

At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administrator.  What he administered, I really had no idea.  I’m still waiting for him to help me with growing my practice after … Continue reading

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How Plan Sponsors Can Limit Their Liability by Taking Care of the Small Stuff

My latest JDSupra.com article can be found here.

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Not every attorney is an ERISA attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA field for over 14 years and that is all I have done since I first started working after getting my tax LLM … Continue reading

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Why Retirement Plan Sponsors Shouldn’t Pick the “Cheapest” Plan Providers

My latest JDSupra article can be found here.

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Running the Show

An article in Plan Adviser Magazine about the role of an administrative committee for retirement plans that features me can be found here.

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Why You Should Participate in Your Employer’s 401(k) Plan

My latest JDSupra.com article can be found here.

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Top 5 New Year’s Resolutions for Retirement Plan Sponsors

I was quoted in an article on Advisorone.com, click here to read it.

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Chasing Carriages and Investment Returns

I never met my great grandmother, but my grandmother always used an expression that her mother had: “Don’t run after the carriage if it’s not going to pick you up.” I cling to that expression dearly when I think of … Continue reading

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