Author Archives: admin

Plan Sponsors Need Their Own All-Stars

Posted on July 13, 2015 by admin

The Major League Baseball All Star Game was something I always looked forward, especially when my Mets were doing well in the mid-1980’s.  Since 1933,it has been the Mid-Summer Classic. The starters for the All Star Game (except for the … Continue reading →

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Never Use Your Payroll Provider As Your 401(k) TPA

Posted on July 8, 2015 by admin

My latest JDSupra.com article can be found here.

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The Snowball Effect in not using an ERISA Attorney

Posted on July 6, 2015 by admin

The snowball fect is term for a process that starts from something that is small and builds upon itself, becoming larger and also perhaps potentially dangerous or disastrous. The idea is that an avalanche can be started by a single, … Continue reading →

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Advisors Advantage

Posted on July 6, 2015 by admin

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

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How Retirement Plan Advisors Can Benefit From Any New DOL Fiduciary Rule

Posted on July 4, 2015 by admin

My latest article can be found here.

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Then There Was None

Posted on June 30, 2015 by admin

One of the biggest problems of being a company in any type of business is recognizing talent and rewarding talent. A company that fails to recognize and reward talent will eventually see a talent exodus that will be problematic because … Continue reading →

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Law Firm Review

Posted on June 29, 2015 by admin

My latest newsletter can be found here.

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Things in a 401(k) Plan That Don’t Look Right

Posted on June 24, 2015 by admin

My latest JDSupra.com article can be found here.

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Timing is everything

Posted on June 23, 2015 by admin

I was recently elected Vice President of my synagogue, Congregation B’nai Sholom-Beth David in Rockville Centre, Log Island. This isn’t a request for donations, yet. I was elected Vice President even though I have only been involved in my synagogue … Continue reading →

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My Bias against self directed brokerage accounts in 401(k) plan

Posted on June 21, 2015 by admin

Just like the thought of traveling to Dubai with a passport that says “Ary Rosenbaum”, I have a general uneasy feeling about the use of self directed brokerage accounts within 401(k) plans. While it’s still allowed, I have some liability … Continue reading →

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