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Benefit Plan Sponsors › Audits › Third Party Administrators

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Need Auditors who understand the “new way”

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

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an audit completed by October 15th to file the Form 5500 on-time, I will have to say I’ve noticed a discrepancy among audit...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There has to be a better way than 10/15

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

I hate to do things last minute. I passed three different state bar exams and I never studied the day before. So when it comes to being an ERISA attorney and/or ERISA §3(16) plan administrator for a few handfuls of 401(k)...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - May 2017

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

Using Your Payroll Provider As Your 401(k) TPA Is A Big Mistake. It's an absolute mistake. Like beating a dead horse, I will again say that it is a bad idea for plan sponsors to hire their payroll provider as their...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Coverage is always the biggest problem

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

When you look at the problems of retirement plans, one that gets short shrift is coverage and that is one of the pillar of qualified plans needed to be fulfilled in order to be a qualified plan. It’s a forgotten rule of...more

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

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