Category Archives: Retirement Plans

401(k) Plan Provisions That Are Good Ideas

My latest JDSupra.com article can be found here.

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The Sum of Small Plan Sponsor Fears

As an ERISA attorney, I hear it all the time. Whether it’s from plan sponsors, their non-ERISA attorneys, or even from some other ERISA attorneys, is that the fear of any trouble with a breach of fiduciary responsibility is completely … Continue reading

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How 401(k) Plan Sponsors Can Encourage Their Employees to Defer $$$$$

My least JDSupra.com article can be found here.

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The IBM Matching Change

Much has been written about IBM’s decision to make their matching contribution annually rather than throughout the year.  While people point this out as some seismic change, this is hardly the same as converting a defined benefit to a cash … Continue reading

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Advisors Advantage

My latest newsletter geared towards financial advisors can be found here.

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Life and Opportunities for Retirement Plan Providers after Fee Disclosure

My latest JDSupra.com article can be found here.

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ASPPA asks for clear guidance on MEPs

The American Society of Pension Professionals & Actuaries (ASPPA) is effectively a trade organization and like any trade organization, they get a lot of complaints about the work they do, some warranted and mostly not. In a nice and required … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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As a plan provider, marketing has to have the intent of drawing a dime

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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How Plan Sponsors Can Limit Their Liability by Taking Care of the Small Stuff

My latest JDSupra.com article can be found here.

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