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Business Organization Professional Practice

Read Business Organization updates, alerts, news, and legal analysis from leading lawyers and law firms:

Using Your Payroll Provider As Your 401(k) TPA Is A Big Mistake

by Ary Rosenbaum on

Like beating a dead horse, I will again say that it is a bad idea for plan sponsors to hire their payroll provider as their 401(k) third party administrator (TPA)....more

Simple Advice to Retirement Plan Sponsors

by Ary Rosenbaum on

I don’t know about you, most of the advice I got growing up was usually wrong. Maybe some very unsuccessful people surrounded me when I was younger, but advice can be biased and self-serving at times. The best advice I would...more

Small 401(k) Plans Have Bigger Problems Than Larger Plans

by Ary Rosenbaum on

Common sense would make you think that larger 401(k) plans would have the larger problems. Sometimes common sense and reality are mutually exclusive. Thanks to the quirks of the retirement plan business and how it prices...more

All [A]Board: Insights and Inspirations for Your Journey to and in the Boardroom

[co-author: Olga Mack, Clearslide] Carly and Olga were law school classmates at Berkeley Law and have continued their friendship and professional collaboration ever since. They serve as board members for both for-profit...more

For Retirement Plan Providers, It’s All About Relationships

by Ary Rosenbaum on

The retirement plan business is a relationship driven business. It’s about connecting with other plan providers and more importantly, connecting with plan sponsors. So while you may think what gets you business is a nice...more

The Wrong Reasons For Hiring 401(k) Plan Providers

by Ary Rosenbaum on

Selecting a retirement plan provider can be a lot like dating in the sense that plan sponsors shouldn’t pick providers for the wrong reasons. Nobody knows more about the wrong reasons for dating more than me; we call those...more

The Internet Is Even Busier Than It Was... (And Other Top Reads of the Week)

by JD Supra Perspectives on

What Duke Ellington, data privacy, cybersquatting, Donald Trump, and you being interesting on a Saturday night have in common....more

Antitrust practice as a matter of legal business (Ukrainian)

by DLA Piper on

Over the past 10-15 years, the relevance of antitrust and competition law issues has increased considerably. In order to provide efficient consultations, the large law firms have established separate antitrust practices. The...more

Get Over The Fear Of Hiring An ERISA Attorney

by Ary Rosenbaum on

As an attorney, I’ve heard a lot of lawyer jokes and some of them are amusing. I once said at law school that I now know why lawyers have terrible reputations because I met some of these lawyers at law school. While lawyers...more

How to Get Paid to Learn

Q&A with James Clear, who gets paid to learn. His writing on the hidden forces that shape our habits using them to maximize performance is read by over one million people per month....more

In-House Perspective: Operating in a Complex World Can be Complicated

by JD Supra Perspectives on

The latest in our series of perspectives by in-house attorneys; on operating successfully in a complex world, by Matt Fawcett, senior VP, general counsel, chief compliance counsel, and secretary for NetApp....more

What It Takes To Make A Good Retirement Plan

by Ary Rosenbaum on

Good retirement plans don’t happen like accident, like the discovery of penicillin. It requires roles and duties that need to be filled competently. It doesn’t take a genius to make a good retirement, it takes dedication ad...more

Thinking Outside The Box For Plan Providers

by Ary Rosenbaum on

The retirement plan business is one of the most competitive businesses out there because there is so many competing plan providers out there that are also looking for plan sponsor clients and they will certainly be contacting...more

401(k) Plan Sponsors Need To Get Up And Focus On This

by Ary Rosenbaum on

Too many plan sponsors ignore their retirement plans and by doing that, they are unknowingly putting themselves in harm’s way. I know hat plan sponsors are busy running their own businesses, but the nature of the 401(k) plan...more

Top Cybersecurity Reads Right Now

by JD Supra Perspectives on

Covering China, BYOD risks, NYDFS, Yahoo!, phishing, and more, a recap of top cybersecurity reads on JD Supra this past month....more

Allowability of Legal Costs

The next in our Infographics series walks through the allowability of costs for certain in-house legal services. It provides a quick guide to when a contractor’s legal costs may, and may not, be charged to the government....more

The Small Stuff That Plan Sponsors Should Sweat Out

by Ary Rosenbaum on

It’s often said that you shouldn’t sweat the small stuff. The problem is that many times, a retirement plan sponsor ignores the small stuff, and that small stuff leads to bigger problems. This article is about small details...more

Starting an In-House Revenue Recovery Program – First Steps

by Kelley Drye & Warren LLP on

In the old adage of journalism, the important questions to answer with any story are “who, what, when, where, how and why.” My last two posts explaining revenue recovery programs explained the “why” — why they can be...more

“We need a sidewalk” – strategy is the ultimate reminder of why we do what we do

by JD Supra Perspectives on

Strategy answers the question “what problem(s) are we trying to solve?” and stops cold the territorial nitpicking that can lead an organization from focus to folly. ...more

Warning Signs that Your Retirement Plan Might Be In Trouble

by Ary Rosenbaum on

When it comes to your health, there are warning signs when you’re about to suffer a heart attack or a stroke. If you pay attention to these warnings signs, you might avoid a serious medical emergency. While a retirement plan...more

401(k) Plan Sponsors: Don’t Make These Mistakes

by Ary Rosenbaum on

Larry David is one of my favorite people because he created two of the greatest shows in television history: “Seinfeld” and “Curb Your Enthusiasm.” The shows are similar in that they depict bad ideas or bad behaviors. Curb...more

How You Can Stand Out From The Crowd As A Retirement Plan Advisor

by Ary Rosenbaum on

There are lots of financial advisors who claim they handle retirement plans, but there are only a fraction of those advisors who know how to actually handle them. So if you are a retirement plan financial advisor who knows...more

Popular Reads on JD Supra

by JD Supra Perspectives on

A recap of need-to-know popular reads published on JD Supra during the last month. ...more

The Growing Importance of Data Analytics for Corporate Legal Departments

This month, the Coalition of Technology Resources for Lawyers (“CTRL”) released the results of its survey regarding the use of analytics by corporate legal departments. Data analytics is the use of specialized data systems or...more

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Cybersecurity

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