Author Archives: admin

What Fee Disclosure Means to Me

Posted on September 22, 2010 by admin

What is fee disclosure? What should be a simple answer to a simple question gets a little tricky when it comes to the administration of 401(k) plans. While the Department of Labor will require fee disclosure in 2011, it is … Continue reading →

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The Retirement Plan Tune-Up Does It Again

Posted on September 21, 2010 by admin

Thanks to my firm’s legal review of retirement plans, called The Retirement Plan Tune-Up, a plan sponsor discovered that they were being overcharged over $4,000 a year in administration fees. Big deal? They were paying more than 300% than what … Continue reading →

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Making Waves in the Stamford Advocate

Posted on September 19, 2010 by admin

This weekend, I was quoted in the Stamford Advocate regarding Safe Harbor 401(k) Plans. While my name was spelled as Ary Rosenbam, I assure you it was me.

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A Big Hit In North Dakota

Posted on September 17, 2010 by admin

A recent article I wrote on JDSupra called The Myth of 401(k) Administration has been a big hit with financial advisors around the country. The article dispels the myth that Plan Sponsors pay nothing for the administration of their Plan, when they … Continue reading →

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After 5 months of wait, finally

Posted on September 12, 2010 by admin

Many thanks to Heidi of 516ads.com for finally completing my website after months of false starts. It should be a fun ride, you have been warned.

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