Monthly Archives: June 2015

Then There Was None

One of the biggest problems of being a company in any type of business is recognizing talent and rewarding talent. A company that fails to recognize and reward talent will eventually see a talent exodus that will be problematic because … Continue reading

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Law Firm Review

My latest newsletter can be found here.

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Things in a 401(k) Plan That Don’t Look Right

My latest JDSupra.com article can be found here.

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Timing is everything

I was recently elected Vice President of my synagogue, Congregation B’nai Sholom-Beth David in Rockville Centre, Log Island. This isn’t a request for donations, yet. I was elected Vice President even though I have only been involved in my synagogue … Continue reading

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My Bias against self directed brokerage accounts in 401(k) plan

Just like the thought of traveling to Dubai with a passport that says “Ary Rosenbaum”, I have a general uneasy feeling about the use of self directed brokerage accounts within 401(k) plans. While it’s still allowed, I have some liability … Continue reading

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Employer’s Excuses About Their Retirement Plan And Why They’re Wrong

My latest JDSupra.com article can be found here.

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Sometimes it’s just words

So much of any industry is dedicated to marketing, because marketing can help a company sell a product or service just based on how it’s marketed. Whoever sold the pet rock is still probably laughing all the way to the … Continue reading

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Never let a client get that angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients. If clients have an issue with your service, you can’t discount because anger festers and boils over into an irreversible cycle that gets … Continue reading

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Small 401(k) Plans Have More Problems Than Larger Ones

My latest JDSupra.com article can be found here.

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Avoid Other Providers Who Are The Sticks in The Wheels of Progress

I had a friend of mine in college who was involved in student politics like I was and he once proclaimed to the school newspaper that he was “the stick in the wheels of corruption.” 20 years later, I have … Continue reading

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