Advisors Advantage - November 2017

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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The Bottom Line For Retirement Plan Providers.

More plan assets for your clients is a good thing for many reasons.

When I had the idea of starting a National ERISA practice 10 years ago, I knew I would have a tough time in getting clients especially when the law firm I was at had partners that weren't interested in selling my services to their clients. So I figured an easy way to market myself and network with other providers around the country is to provide content. You help a plan provider with articles that they can help themselves or market their services; they're going to remember you when they have retirement plan clients that need an ERISA attorney. I also had and still have an open door policy for providers to just give me a call without a bill due. It's straight talk and this article is also straight talk about some of the challenges of being a retirement plan provider.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum - The Rosenbaum Law Firm P.C. | Attorney Advertising

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