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Benefit Plan Sponsors › Audits › Financial Adviser

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

They only steal from the Plan when no one is looking

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I don’t know what’s going on in the south shore of Long Island over the past few years and it wasn’t just Hurricane Sandy. A few years back, the treasurer of my local school’s PTA stole more than $5,700 for her own...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A Retirement Plan Sponsor’s Guide for Selecting Their Financial Advisor

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When it comes to your role as a retirement plan sponsor, outside of hiring a TPA (third party administrator), the most important plan provider that you need to hire is a financial advisor. Unfortunately, like my favorite...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Smaller The 401(k) Plan, The Bigger The Problems

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

401(k) plans are a world of contradictions. It’s one of the few employer provided benefits that an employee usually pays for through their account balance. It’s a retirement plan that an employer offers that the employee has...more

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