News & Analysis as of

Benefit Plan Sponsors › Defined Benefit Plans › Third Party Administrators

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

May be time to look at that TPA

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

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Contribution (DC) Plan Benchmarking Report said their organization has been using its DC plan recordkeeper for more than seven years, and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Experience could mean many things

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

I always talk about how plan sponsors need to work with experienced financial advisors, third party administration (TPA) firms, and ERISA attorneys on their plan needs. Like with reasonable fees, I believe that the term...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Inefficient Plan Design

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

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or items like the front door or the roof (that was me last week), you realize that the replacements are more energy efficient....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

401(k) Plans don’t have to be a period, they can be a comma

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

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding of retirement plan basics, but it’s not...more

Vedder Price

The SECURE Act and Its Impact on Retirement Plans

Vedder Price on

On December 20, 2019, after months of uncertainty, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act finally became law. The SECURE Act makes numerous changes to both the Internal Revenue Code (IRC) and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beware of Insurance Brokers Masked as TPAs

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

A friend of mine who is a financial advisor asked me about a third party administration (TPA) firm that is actually about a village over from where I live in Long Island. My friend has this prospect with a defined benefit...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Looking Beyond the 401(k) for Advisors

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

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

This is What a TPA Does and Why a Retirement Plan Sponsor Should Hire a Good One

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

One of my favorite movies of all time is The Deer Hunter. It’s a story about the Vietnam War and the post-traumatic stress disorder a group of friends from Western Pennsylvania who were drafted together and fought alongside...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

10 Concepts That Every Retirement Plan Sponsor Should Know

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

Unless they are involved in the retirement plan industry a plan sponsor must delegate much of their duties to retirement plan providers that may include third party administrators (TPAs), financial advisors, and ERISA...more

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