Monthly Archives: August 2013

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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

The Essential Plan Providers for a 401(k) Plan

My latest JDSupra.com article can be found here.

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

“The Real World” of changing TPAs

Hard to believe but 20 years and 29 seasons later, The Real World is still airing on MTV. The Real World ends their opening intro with “to find out what happens… when people stop being polite… and start getting real.” … Continue reading

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

The Changing Court View on Fiduciary Status

As a student of law and in practice over 15 years, I understand that litigation takes time and legal opinions also change over time. Over 160 years ago, the Supreme Court claimed an African American did not have the right … Continue reading

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

Plan Providers and Meaningless Statistics

The Southern California Institute of Law has a bar passage rate of 7%, which means 93% of their graduates failed. They sued the California Bar on free speech grounds because they didn’t want to be forced to state that 7% … Continue reading

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

You’re Thinking of Using Your Payroll Provider as Your 401(k) TPA and This is Why You Shouldn’t

My latest JDSupra.com article can be found here.

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

The Plan Sponsor “Football”

When I was in college in the early 1990’s, I was heavily involved in student politics. I would go and buy things that made me look important even when I really wasn’t. I got the beeper that no one really … Continue reading

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

Complacency for a TPA is bad business

For me, one of the worst things that any business can have is a sense of a complacency; I have spent too many years working at places that were just way too complacent in their work, where so much time … Continue reading

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

Everyone has priorities, especially Plan Sponsors

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t the greatest benefits and the raises were not the greatest. When it came to information, we were always on a need to know … Continue reading

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

There Is No Such Thing as Free 401(k) Administration

My latest JDSupra.com article can be found here.

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