Category Archives: Retirement Plans

Tread Carefully with Plan Provider Referrals

Posted on February 5, 2015 by admin

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a connected guy. Now if I said instead, this is a friend of ours that would mean you a made guy. A Capiche?” – … Continue reading →

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Never give into disillusionment

Posted on February 4, 2015 by admin

If you start a retirement plan practice, it can be frustrating. Like I always say about thing in my life, “If it wasn’t a struggle, it wasn’t any fun”. Building a retirement plan practice isn’t easy because a stash of … Continue reading →

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Why bad funds remain in 401(k) plans

Posted on February 3, 2015 by admin

A few years ago, researchers from the business schools at the University of Indiana and the University of Texas at Austin looked at some data to try to figure out why many poor 401(k) investment choices linger on fund lineups. … Continue reading →

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The Rosenbaum Law Firm Review

Posted on February 2, 2015 by admin

My latest newsletter can be found here.

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Small Steps That Plan Sponsors Can Take To Limit Their Fiduciary Liability

Posted on February 1, 2015 by admin

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

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There is a price to pay for being outspoken

Posted on January 26, 2015 by admin

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 5 years ago. I was pretty brazen in my … Continue reading →

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“Plain” Advice to Retirement Plan Sponsors

Posted on January 23, 2015 by admin

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

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Marketing is about drawing a dime of business

Posted on January 20, 2015 by admin

At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administrator.  What he administered, I really had no idea.  I’m still waiting for him to help me with growing my practice after … Continue reading →

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Pick Plan Providers Just Because They Are Cheap Is A Bad Idea

Posted on January 17, 2015 by admin

My latest JDSupra.com article can be found here.

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Most Attorneys are not ERISA Attorneys

Posted on January 12, 2015 by admin

Unfortunately, I have gotten involved in the politics of my local village which contains so much conflicts of interest and cronyism, it reminds me of the retirement plan business when I started in 1998. A lot of the fighting goes … Continue reading →

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