Ary Rosenbaum – The Rosenbaum Law Firm P.C.

There’s a Cost For Those “Free” SEP and SIMPLE IRA Plans

There is no such thing as a free lunch. There is no such thing as free advice. The more years I spend in the retirement plan business; I know that there is no such thing as a free retirement plan. When I speak of “free”…more
| Business Organizations, Labor & Employment Law, Finance & Banking, Taxation

Using Plan Sponsor fear of liability into positive action

Many plan sponsors have a fear of liability and that’s a good thing is they put that fear into use by putting good practices in place for their retirement plan. It means nothing if plan sponsors process that fear into something…more
| Finance & Banking, Labor & Employment Law

Complacency is a Plan Provider Killer

Complacency can kill a retirement plan provider and their business. Complacency is a two fold, being complacent in the retirement plan industry and being complacent with your clients. Any business whether it’s retirement plan…more
| Finance & Banking, Labor & Employment Law

Retirement Plan Sponsors Need To Care About Plan Design

If you had your eyes set on a car and one model gave you 25 miles to the gallon and the other model gave you 45 with no difference in features or price, what would you choose? If you can find a coupon for items you were buying,…more
| Business Organizations, Labor & Employment Law, Finance & Banking, Taxation

Advisors Advantage - April 2015

In This Issue: - As a Retirement Plan Provider, Don't Turn Into A Bureaucracy - An RFP Process should not be a sham. - A Great Idea isn't Everything. - Sometimes, Networking can be bad. - Trust is an important thing…more
| Finance & Banking, Labor & Employment Law

The Earth is not flat, but maybe the bill should be

I worked for a couple of law firms for a couple of years and it wasn’t my cup of tea. I’m not a big fan of any business that is predicated less on the quality of service and more on how much you bill. Billing by the hour leads…more
| Finance & Banking, Labor & Employment Law

As a Retirement Plan Provider, Don’t Turn Into A Bureaucracy

They say that if Con is the opposite of Pro, then Congress is the opposite of progress. Nice joke, but Congress is known for its bureaucracy and the idea that nothing gets done, regardless of which political party is in control…more
| Business Organizations, Finance & Banking, Labor & Employment Law, Taxation

The Rosenbaum Law Firm Review - April 2015

In This Issue: - A Good Retirement Plan Doesn't Grow On Trees: It's not in the water either. It doesn't grow on trees, it's not in the water, and it doesn't happen by accident. It didn't happen overnight, it didn't…more
| Finance & Banking, Labor & Employment Law

An RFP Process should not be a sham

Year ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to attend a quarterly Taft-Hartley meeting in Staten Island. If you ever have to drive from Long Island to Staten Island, you know…more
| Finance & Banking, Labor & Employment Law

A Good Retirement Plan Doesn’t Grow On Trees

It doesn’t grow on trees, it’s not in the water, and it doesn’t happen by accident. It didn’t happen overnight, it didn’t happen in a vacuum, and it certainly didn’t come out of thin air. A good retirement plan takes a lot of…more
| Business Organizations, Finance & Banking, Labor & Employment Law, Taxation

Sometimes Networking Can Be Bad

When it comes to building a retirement plan practice, networking is an important component. Whether you are a financial advisor or a third party administrator or an auditor, placing an advertisement in the local newspaper or the…more
| Finance & Banking, Labor & Employment Law

Divorcing that TPA can be a problem

The MTV reality series The Real World ends their opening intro by stating the show tries “to find out what happens… when people stop being polite… and start getting real.” As an ERISA attorney working with retirement plan…more
| Finance & Banking, Labor & Employment Law

5 Years in the Making

This April, will mark 5 years since I started my own law practice dedicated to retirement plans/ERISA. 5 years ago, I swore the days that I would be working for someone else were gone. I had enough; I wasn’t going to let my…more
| Law Practice Products & Services

Another 10 Wrong Ideas That Plan Sponsors Have About Their Retirement Plans

Most of the time, sequels suck. Except for perhaps Terminator 2 and The Godfather Part II, most sequels are like such bombs as Caddyshack II and Beyond the Poseidon Adventure. Despite this dislike of sequels, giving Plan…more
| Business Organizations, Labor & Employment Law, Finance & Banking, Taxation

A Great Idea isn’t everything

I always say that when I have a good idea, it’s despite the fact that most of my other ideas suck. Having been in this business for almost 17 years and in my practice for almost five, I hear lots of ideas from other retirement…more
| Finance & Banking, Labor & Employment Law
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Contact

734 Franklin Avenue Suite 302
Greater New York City Area, New York 11530, United States

  • 516.594.1557

Areas of Practice
  • Business Organizations
  • Labor & Employment Law
  • Taxation
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