Retirement Plan Advisors Advantage - March 2019

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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A Plan Provider's Guide On How Not To Die (Sorry Lois).

Get busy living or get busy dying.

I started my own practice about 9 years ago because I was involuntarily liberated from my position as an associate at a semi-prestigious Long Island law firm (sorry Lois). At the time, I predicted a very rough road for the firm because of some of the many questionable decisions and practices, especially by Lois, the managing attorney who mismanaged the firm. The firm is dying like I said it would, it's about a third smaller than when I left and it's a textbook case for retirement plan providers on how not to operate a business....

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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.

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