Category Archives: Retirement Plans

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.

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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 →

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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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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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Divorcing that TPA can be a problem

Posted on March 24, 2015 by admin

The MTV reality series The Real World ends their opening intro by stating the show tries “to find out what happens… when people stop being polite… and start getting real.” As an ERISA attorney working with retirement plan clients I … Continue reading →

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Sometimes Networking Can Be Bad

Posted on March 24, 2015 by admin

When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or the yellow pages (if … Continue reading →

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