Monthly Archives: March 2015

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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An RFP Process should not be a sham

Year ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, … Continue reading

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A Good Retirement Plan Doesn’t Grow On Trees

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

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Divorcing that TPA can be a problem

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

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Sometimes Networking Can Be Bad

When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or the yellow pages (if … Continue reading

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5 Years in the Making

This April, will mark 5 years since I started my own law practice dedicated to retirement plans/ERISA.   5 years ago, I swore the days that I would be working for someone else were gone. I had enough; I wasn’t … Continue reading

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A Great Idea isn’t everything

I always say that when I have a good idea, it’s despite the fact that most of my other ideas suck. Having been in this business for almost 17 years and in my practice for almost five, I hear lots … Continue reading

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Have Plans get rid of those forfeitures

Forfeitures that occur when people terminate service from retirement plans is usually a problem when the plan sponsor and their providers forget about them. Whether forfeitures are used to pay expenses, reduce employer contributions or is reallocated is specified in … Continue reading

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Trust is an important thing in working with other providers

When working with other retirement plan providers, the most important word is trust. You must have trust in the providers you work with and trust in the providers that you refer business. Trust doesn’t happen overnight and it certainly takes … Continue reading

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The Top 10 Wrong Ideas That Plan Sponsors Have About Their Retirement Plans

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

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