Monthly Archives: March 2016

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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Things About Plan Providers That Shouldn’t Impress Plan Sponsors

My latest article can be found here.

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They will always try to sell Plan Sponsors something

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one type of Crest toothpaste.  If you got to the supermarket these days, there are about a dozen varieties of Cheerios, more than a … Continue reading

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You Shouldn’t Hire Your Friends Or Family As Your Retirement Plan’s Provider

My latest JDSupra.com article can be found here.

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Why So Serious? Try Some Humor.

When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character from Caddyshack while the Managing Attorney was like Judge Elihu Smails or maybe Smails’ wife since the Managing Attorney was female. Regardless, … Continue reading

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JDSupra Readers’ Choice Awards 2016

I want to thank all my readers that helped me get recognized as the JDSupra Readers’ Choice Awards 2016 top author for he insurance industry (which includes ERISA). Details can be found here.

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Beer and the Payroll Provider TPA

I’m a beer snob and I’m proud of it. I like the taste of beer and I’m not going to waste my time, money, and calories on a mass-produced inferior product like Budweiser, Bud Light, Coors, and Miller. I would … Continue reading

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Routine Mistakes That 401(k) Plan Sponsors Aren’t Aware Of

My latest JDSupra.com article can be found here.

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Plan Sponsors’ Short Term Focus on Funds

An MFS Defined Contribution Investment Trends Study found that nearly 6 in 10 retirement plan sponsors surveyed say they consider a track record of three years or less when selecting managers. Is that really a surprise? Most people in life … Continue reading

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Chained Potential Clients

How many times as a retirement plan provider that you contact a retirement plan that is paying too much money and getting too little back in plan services? If you’re a registered investment advisor offering 3(38) service and you’re charging … Continue reading

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