Monthly Archives: March 2015

When you get a call about your Plan, call an ERISA Attorney

Posted on March 9, 2015 by admin

It’s unfortunate, but the facts are that most people don’t respond to a complaint until there is a letter from an attorney. Service providers and companies hate correspondence from attorneys because that suggests litigation. That is why it’s paramount that … Continue reading →

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Make Sure You Check a Plan Provider’s Credentials

Posted on March 9, 2015 by admin

We’ve all made that mistake. We should know better, but when it comes to hiring people, we take their word for it instead of doing 5minutes of detective work. I have had a lot of work done to my house … Continue reading →

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Advisors Advantage

Posted on March 9, 2015 by admin

My latest newsletter geared towards retirement plan professional can be found here.

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Fighting the Fiduciary Rule Before It’s Been Even Proposed

Posted on March 3, 2015 by admin

Not long after President Obama expressed the desire that the Department of Labor (DOL) implement a fiduciary rule for brokers who work on retirement plans; did one of Wall Street’s paid minions strike back. Rep. Ann Wagner submitted a bill … Continue reading →

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The Rosenbaum Law Firm Review

Posted on March 2, 2015 by admin

My latest newsletter can be found here.

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