Monthly Archives: December 2017

HUB enters the retirement plan space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health care industry. We see consolidation in the retirement plan business so it’s not shocking to see a leading insurance broker decided to enter the … Continue reading

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Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successes in the supermarket business. ShopRite is a co-operative consisting of individual supermarket owners who band together for purchasing power and marketing purposes. So … Continue reading

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Retirement Plan Sponsors Can’t Afford To Be Cheap

My latest article for JDSupra.com can be found here.

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Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success that I thought it would be, but it was worth a try. I had the ProSeries tax software, which is the professional version … Continue reading

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The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know there are quite a few plan providers who don’t want any provisions that allow “leakage” of retirement assets, but I believe that when times are … Continue reading

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Retirement Plan Advisors Advantage

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

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions of the new fiduciary rule. Provisions covering exemptions for best-interest contracts and principal transactions will now go into effect July 1, 2019, along with some amendments … Continue reading

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How A Plan Provider Should Handle Employees

My latest article for JDSupra.com can be found here.

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