Monthly Archives: September 2014

Arrogance is a bad trait for a 401(k) plan decision maker

Regardless of the business you’re in, one of the worst thing you can do in being the decision maker for your retirement plan is that you know better than most retirement plan professionals. No plan sponsor likes to get the … Continue reading

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Retirement Plan Advisors Advantage

My newsletter geared towards retirement plan professionals can be found here.

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401(k) Pros That Financial Advisors Should Partner Up With

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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What’s in it for Them?

I made peace with one of the biggest enemies I had professionally and it’s something I’m proud of. We both admitted we were wrong and acted in haste because of a lack of communication and it was good for business … Continue reading

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Proactive Steps Retirement Plan Sponsors Should Take

My latest JDSupra.com article can be found here.

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