Monthly Archives: February 2019

More issues with hardship distributions

Now that hardship rules are changing in 2019 with the elimination of the six-month deferral suspension and the need to exhaust loans first, expect more hardship distributions in the near future. Once these barriers for hardship distributions are eliminated, it … Continue reading

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Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at your house or someone you never heard of, all of a sudden wants to be your partner and best friend. Any business relationship … Continue reading

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The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn. When I was working at that semi-prestigious law firm, my activities on LinkedIn were rather … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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As A 401(k) Sponsor, A Class Action Lawsuit Is The Least Of Your Worries

My latest JDSupra.com article ean be found here.

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Nitty Gritty Tasks That 401(k) Plan Sponsors Must Complete

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

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Get that bond

It’s an easy requirement that many plan sponsors think they’ve accomplished, but they haven’t received the right one. We’re talking about an ERISA bond and often plan sponsors on a Department of Labor audit are told by the auditor that … Continue reading

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The Belichick story

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giants in the 1980s and early 1990s that led to two Super Bowl championships. His defensive game plan against the Buffalo Bills for … Continue reading

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Evoshare is something every 401(k) plan should consider

I’m not ashamed to admit when I think someone has a good idea and I think that the folks at Evoshare offer something that every plan sponsor and plan provider should consider adding to a 401(k) plan because I believe … Continue reading

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Call an ERISA attorney when you get the government’s call

When you get pulled over by the police while driving, the best way to handle is to be pleasant and not be argumentative. You listen to the officer as to why he pulled over. Being belligerent and non-cooperative will only … Continue reading

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