Retirement Plan Advisors Advantage - December 2020

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Big Concepts That 401(k) Plan Providers Forget About.

Whether it was working for others or working for charitable organizations, it seems that there is a culture out there that seems to forget why these businesses and organizations exist. Culture is hard to change because culture and tone are set by the top. It’s amazing what people will forget and it’s amazing what plan providers forget in dealing with their business, with their clients, and other plan providers.

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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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