Author Archives: admin

There’s a Cost For Those “Free” SEP and SIMPLE IRA Plans

Posted on April 17, 2015 by admin

My latest JDSupra.com article can be found here.

Posted in 401(k) Plans, Retirement Plans | Leave a comment

Using Plan Sponsor fear of liability into positive action

Posted on April 14, 2015 by admin

Many plan sponsors have a fear of liability and that’s a good thing is they put that fear into use by putting good practices in place for their retirement plan. It means nothing if plan sponsors process that fear into … Continue reading →

Posted in Retirement Plans | Leave a comment

Complacency is a Plan Provider Killer

Posted on April 13, 2015 by admin

Complacency can kill a retirement plan provider and their business. Complacency is a two fold, being complacent in the retirement plan industry and being complacent with your clients. Any business whether it’s retirement plan based or not, has to change … Continue reading →

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Retirement Plan Sponsors Need To Care About Plan Design

Posted on April 9, 2015 by admin

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

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The Earth is not flat, but maybe the bill should be

Posted on April 6, 2015 by admin

I worked for a couple of law firms for a couple of years and it wasn’t my cup of tea. I’m not a big fan of any business that is predicated less on the quality of service and more on … Continue reading →

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Advisors Advantage

Posted on April 6, 2015 by admin

My latest newsletter geared towards financial advisors can be found here.

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As a Retirement Plan Provider, Don’t Turn Into A Bureaucracy

Posted on April 2, 2015 by admin

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

Posted on March 30, 2015 by admin

My latest newsletter can be found here.

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An RFP Process should not be a sham

Posted on March 30, 2015 by admin

Year ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading →

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A Good Retirement Plan Doesn’t Grow On Trees

Posted on March 27, 2015 by admin

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

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