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Give your clients a football

by Ary Rosenbaum on

When I was in college and law school, I had this fancy leather bound DayRunner that had all my contacts, business cards, and notes. For 1992-1998, it was state of the art because I didn’t have the shekels for a Palm Pilot and...more

Things That Won’t Help A Retirement Plan Sponsor Limit Their Liability

by Ary Rosenbaum on

When I was a teenager, we were told that eating oat bran would lower cholesterol and it didn’t. We’re told that cracking our knuckles will cause arthritis and it doesn’t. We’re told that going outside when it’s cold with wet...more

Trek Beyond To The Future of 401(k) Plans

by Ary Rosenbaum on

While I prefer Star Wars, I still have an affinity for Star Trek. Gene Roddenberry’s vision of the future was a hopeful one while the science fiction genre prior to his tome had a bleak future. The original series and the...more

Plan Sponsors Should Know Their “Hat” as Retirement Plan Fiduciaries

by Ary Rosenbaum on

I love baseball jerseys and I also love New Era on-field Major League Baseball hats. Speaking of hats, a retirement plan sponsor wears many hats when they main a retirement plan. Plan sponsors know they wear the hat of the...more

Avoid other Plan Providers who just want to sell you something

by Ary Rosenbaum on

When I started my national single employer retirement plan practice, I learned that getting clients is something that was going to be dependent on me. Clients and referral sources don’t fall into your lap or grow on trees....more

Networking is about building relationships and trust, not the quick sale

by Ary Rosenbaum on

I have said it repeatedly; the one thing that really ticks me off is how poorly people network. The folks who are poor at networking don’t understand that any relationship requires time to build up trust. I’ll see it when a...more

Law Firms Eye Mergers In Race To Go Global

by Bloomberg Law on

Dec. 3 (Bloomberg Law) -- Kent Zimmermann, consultant at the Zeughauser Group, talks with Bloomberg Law's Lee Pacchia about the market forces behind a recent wave of law firm mergers. Zimmermann says mega-deals such as Norton...more

Retirement Plan LegalEase

by Ary Rosenbaum on

Most plan sponsors thought they couldn't afford an ERISA/ retirement plan attorney until now. Introducing Retirement Plan LegalEase, the $1,000 Retirement Plan Legal Solution to help you minimize your fiduciary liability as a...more

Solving the Mystery of What a TPA does

by Ary Rosenbaum on

When people ask my wife what I do for a living, she says she doesn’t know. Half the time I think she’s joking and half the time I think she is serious that she doesn’t know what an ERISA attorney does. The same thing goes...more

Why Some Law Firms Have Lousy 401(k) Plans

by Ary Rosenbaum on

My father is an electrician and my mother always joked that whenever we needed electrical work done in the house, we need to hire an electrician. The story is similar to the tale of the shoemaker’s children that needs shoes....more

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