The Rosenbaum Law Firm Review - June 2021

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Plan Provider Gimmicks You Need To be Aware Of -

The retirement plan business is heavily competitive and so much of that deals with marketing. As a retirement plan sponsor, you need to separate the fluff from the real stuff. You also need to understand what is a sales gimmick and what is something of substance. When it comes to the retirement plan business, I am the turd in the punch bowl because I have a problem of telling it like it is. I’m about to let you in on what is just marketing and sales gimmicks.

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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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