Monthly Archives: September 2015

The Pitfall of Networking Events

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience kind of made me attend far fewer events. Networking is an integral part … Continue reading

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The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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What Plan Sponsors Don’t Know, May Hurt Them

My latest JDSupra.com article can be found here.

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For Retirement Plans, it’s more about a process and less about a result

We’ve been conditioned in life that everything is about results. I know from law school the hard way how much that first job relied so much on grades. Businesses are so concerned with the bottom line and we know how … Continue reading

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Looking Beyond the 401(k) for Advisors

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading

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10 Things About Retirement Plans That Employers Should Know

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

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401(k) Plans Don’t Have To Be That Dangerous

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they discovered it caused birth defects. Asbestos was supposed to be the ultimate fire resistant material that was later found out to cause mesothelioma when … Continue reading

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Yesterday’s Top Funds in Today’s 401(k) Fund Lineup

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the mutual fund lineup of many 401(k) plans today. While it may sound like a joke, it isn’t. Too many 401(k) … Continue reading

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10 Tips For The New Retirement Plan Sponsor

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

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Good Idea to Look At Small Plans

I’ve been a big baseball fan since I was 7 and one of the great things is remembering when baseball stars were just minor league prospects. I remember when Mets stars like Dwight Gooden, Daryl Strawberry, and David Wright were … Continue reading

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