Monthly Archives: April 2019

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it better than In-N-Out or Shake Shack? Of course, it isn’t, it’s not even better than Wendy’s.  Yet it’s the most popular fast food restaurant because … Continue reading

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A Plan Provider’s Guide On How Not To Die (Sorry Lois)

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

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As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, good fiduciary management, and fund performance, way before fee disclosure and other advisors made it fashionable. Yet, I heard from him … Continue reading

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One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get me upset with businesses and organizations is unmet expectations. Whether it was my law school or some legal staffing agency when … Continue reading

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Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies to appear on their platform, it’s not surprising that ERISA litigators smell blood in the water like the sharks people think they are. Three 401(k) plans sued … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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