Category Archives: Retirement Plans

Focusing too much on Plan fees isn’t healthy either

Posted on January 12, 2015 by admin

I remember as a kid that there was move to use margarine because of the cholesterol that was in butter. Who can forget those talking Parkay carton commercials? Of course, we later learn that many margarines had high amounts of … Continue reading →

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Advisors Advantage

Posted on January 12, 2015 by admin

My latest newsletter geared towards advisors can be found here.

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2015 New Year Tips for Retirement Plan Providers

Posted on January 10, 2015 by admin

My latest JDSupra.com article can be found here.

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Give your clients their own “football”

Posted on January 5, 2015 by admin

When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a … Continue reading →

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401kwire’s Top 100 Most Influential in 401(k): #100

Posted on January 5, 2015 by admin

I am proud to have been named of the Top 100 Most Influential in Defined Contribution/ 401(k)  by 401(k)wire.com for the second year in a row. While I dropped from #73 to #100, you get no extra money for finishing … Continue reading →

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The Rosenbaum Law Firm Review

Posted on January 5, 2015 by admin

My latest newsletter can be found here.

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2015 New Year’s Resolutions For Plan Sponsors

Posted on January 4, 2015 by admin

My latest JDSupra.com article can be found here

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The Conduct Code for Retirement Plan Sponsors

Posted on December 28, 2014 by admin

My latest JDSupra.com article can be found here.

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Happy Clients Don’t Leave

Posted on December 23, 2014 by admin

Maybe it’s a simplistic approach when it comes to things, but I kind of see things the way they are in very simplistic approaches. When it comes to employees working for a client, I always say that happy employees never … Continue reading →

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Stuff That Won’t Help A Retirement Plan Sponsor Limit Their Liability

Posted on December 21, 2014 by admin

My latest JDSupra.com article can be found here.

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