Monthly Archives: October 2010

With elections just around the corner, I could just see this negative ad. “There are two ERISA attorneys named Ary Rosenbaum. One invests in exchange traded funds (ETFs) for his personal investing. The other one claims that ETFs will only … Continue reading →

The IRS finally released their 2011 cost of living adjustment limits for retirement benefits, which can be found here. Except for an increase in the saver’s credit and Roth IRA phaseouts, there were no changes. The 402(g) limit for deferrals … Continue reading →

Through my experience in the 401(k) industry, I have been a firm believer in fee transparency and providing value to retirement plan sponsors. I also carry that same belief in my law firm practice by flat fee billing all my … Continue reading →

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

Please join me for a free 1 credit course “Introduction to Retirement Plans and Hidden Liabilities for Plan Sponsors” that will be hosted by Chernoff Diamond at their Garden City offices on Friday, November 19, 2010 at 8 am at 990 … Continue reading →

I will not win any popularity contests amond the nation’s leading payroll providers, but that’s how I roll. My latest article, which is a larger diatribe of a previous blog post can be found here.

The Department of Labor woke up from its 36 year coma and realized that the definition of fiduciary under ERISA is no longer working. The Department of Labor will implement a regulation to update the definition of “fiduciary” to more … Continue reading →

My latest issue of the Perspectives issue, which is geared towards retirement plan sponsors can be found here.