Labor & Employment Tax Firm Marketing

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How a Retirement Plan Sponsor Can Avoid Being a Patsy

I always say that you should never be a spectator in your own life; you need to be an active participant in shaping your own life. Too often, a retirement plan sponsor acts like a spectator when the plan sponsor neglects...more

What A Retirement Plan Financial Advisor Needs And Where To Get It

A checklist is an informational aid that is used to reduce failure by compensating for the lack of memory and attention of people. It also helps to ensure consistency and completeness in carrying out a task. I’ve learned the...more

The Bad Bet of Offering Self Directed Brokerage Accounts in 401(k) Plans

I love Las Vegas and I hate to gamble, which explains why I haven’t been to Atlantic City since 1995. I love the sights, sounds, the entertainment, the food, and everything but the gambling. I hate gambling because I don’t...more

Retirement Plan LegalEase

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

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

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

The Dead Lawyers' Society

An enterprising associate attorney vs. a law firm uninterested in real enterprise. Sort of like the irresistible force vs. the immovable object. I fought the law firm and the law firm won. A law firm is a business like any...more

Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan

The top payroll providers offer services as third party administrators (TPAs) for 401(k) Plans. While it may be a natural segue from providing payroll, there are many reasons why you should avoid using them as your 401(k)...more

Once Upon A Time In The 401(k) World

Richard Laurita was one of the greatest salesman that ever lived. He was a top notch 401(k) salesman for third party administration firms. Through his life and death, 401(k) advisors can gain some insight that can help...more

The ERISA Attorney Who Speaks English, not ERISAese

An article describing the flat-fee ERISA practice of The Rosenbaum Law Firm P.C., as well as why retirement plan sponsors need ERISA counsel and why they can't rely on their TPA's in-house legal department for unbiased...more

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