Category Archives: Retirement Plans

The Name Isn’t The Game

When I started my own law practice 3 years ago, it was a struggle. To this day, it’s still a struggle. When I started my own practice, I really tried to develop relationships with financial advisors and third party administrators … Continue reading

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Retirement Plan Advisors Advantage

My latest newsletter can be found here.

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How Retirement Plan Providers Can Write Great Content

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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The Essential Plan Providers for a 401(k) Plan

My latest JDSupra.com article can be found here.

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“The Real World” of changing TPAs

Hard to believe but 20 years and 29 seasons later, The Real World is still airing on MTV. The Real World ends their opening intro with “to find out what happens… when people stop being polite… and start getting real.” … Continue reading

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The Changing Court View on Fiduciary Status

As a student of law and in practice over 15 years, I understand that litigation takes time and legal opinions also change over time. Over 160 years ago, the Supreme Court claimed an African American did not have the right … Continue reading

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Plan Providers and Meaningless Statistics

The Southern California Institute of Law has a bar passage rate of 7%, which means 93% of their graduates failed. They sued the California Bar on free speech grounds because they didn’t want to be forced to state that 7% … Continue reading

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You’re Thinking of Using Your Payroll Provider as Your 401(k) TPA and This is Why You Shouldn’t

My latest JDSupra.com article can be found here.

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The Plan Sponsor “Football”

When I was in college in the early 1990’s, I was heavily involved in student politics. I would go and buy things that made me look important even when I really wasn’t. I got the beeper that no one really … Continue reading

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