Author Archives: admin

A Retirement Plan Committee that doesn’t meet is of no use

Posted on October 14, 2013 by admin

The continuing success of building my law practice is directly attributable to my work in social media. My articles, newsletters, and the blog that you are reading is the major reason I have been able to continue to grow my … Continue reading →

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10 Concepts That Every Retirement Plan Sponsor Should Know

Posted on October 13, 2013 by admin

My latest JDSupra.com article can be found here.

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Payroll provider TPA plan documents and the Olympia Cafe from SNL: “No new comp, Pepsi”

Posted on October 10, 2013 by admin

I just recently restated the plan document of a plan sponsor that was leaving a payroll provider third party administrator (TPA), one of the 2 big playersin the market. The plan document looks like it could have been drafted by … Continue reading →

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Plan asset theft only happens when no one is looking

Posted on October 9, 2013 by admin

I don’t know what’s going on in the south shore of Long Island over the past year and it wasn’t just Hurricane Sandy. A year and a half ago, the treasurer of my local school’s PTA stole more than $5,700 … Continue reading →

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Industry Thought-Leaders: 401k MEPs as Safe as Any Other 401k Plan

Posted on October 8, 2013 by admin

Glad to have been part of this great article for FiduciaryNews.com. Find it here.

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Advisors Advantage

Posted on October 7, 2013 by admin

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

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Austin 3(16) Fiduciary Limited Brochure

Posted on October 2, 2013 by admin

For a brochure of my 3(16) service, please click here.

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There is more to fear than a class action lawsuit for the 401(k) plan sponsor

Posted on October 1, 2013 by admin

International Paper is paying $30 million in a settlement for a class action lawsuit concerning their 401(k) plan for claims resulting on having their own stock in the plan, unreasonable hidden plan expenses, and fraudulently reported performance histories. Cigna paid … Continue reading →

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The Rosenbaum Law Firm Review

Posted on September 30, 2013 by admin

My latest JDSupra.com article can be found here.

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The Hidden Dangers for the 401(k) Plan Sponsor

Posted on September 30, 2013 by admin

My latest JDSupra.com article can be found here.

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