Monthly Archives: September 2013

The Rosenbaum Law Firm Review

My latest JDSupra.com article can be found here.

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The Hidden Dangers for the 401(k) Plan Sponsor

My latest JDSupra.com article can be found here.

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Offering legal services on UpCounsel

Happy to be one of the first attorneys offering my services in New York for UpCounsel where people looking for attorneys can submit work proposals and attorneys can bid on them. My profile is here.

Posted in Retirement Plans | Leave a comment

If losing clients, the Plan Provider should look within

The best way to keep clients is to look at what you’re doing as a plan provider and what is out there in the marketplace. If you are a third party administrator (TPA) and the competition is having much success … Continue reading

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Giving other Plan Provider Referrals isn’t about lining your pockets

The retirement plan industry is very close knit. Everyone knows who does great work and the few that don’t. Word travels fast about the good, the bad, and the ugly in this business. Whether you are a financial advisor, third … Continue reading

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Retirement Plan Sponsors Need To Be Careful About Buying “Fiduciary Services”

My latest JDSupra.com article can be found here.

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Yesterday’s top mutual funds in today’s 401(k) fund lineup

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the mutual fund lineup of many 401(k) plans today. While it may sound like a joke, it isn’t. Too many 401(k) … Continue reading

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The Hidden Dangers of the 401(k): it doesn’t have to be that way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they discovered it caused birth defects. Asbestos was supposed to be the ultimate fire resistant material that was later found out to cause mesothelioma when … Continue reading

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NetworkIng: Building Relationships rather than the quick score

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience kind of made me attend far fewer events. Networking is an instrumental part … Continue reading

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How Retirement Plan Sponsors Can Take Their Contributions to The Limit

My latest JDSupra.com article can be found here.

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