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Benefit Plan Sponsors › Law Practice Management

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t let failure or bad times define you

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

If you’ve ever read anything I’ve ever written, you probably know that I talk about the experience I had at a semi-prestigious Long Island law firm....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You need to be accountable

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

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home (sometimes)....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - February 2019

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

Lessons For Plan Providers From The Impending Death Of Sears. What you need to learn. Before there was Amazon.com, there was Sears. Whether it was through their catalog or their department stores, it was the place to be...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Connecting with plan participants

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You can be a great financial advisor and have a terrific way of communicating with plan sponsor clients, but that doesn’t mean you can effectively communicate with plan participants....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

When I don’t get the gig

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

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times, I’ll get the client. Price is rarely the reason why a potential client won’t hire me. Here is usually one reason why I don’t...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - February 2018

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

A Call For A New Standard For Financial Advisors. A higher standrad for today. Over the last 10 years, there has certainly been a revolution among 401(k) financial advisors about the need and concern of good fiduciary...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - January 2017

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Plan Providers Should Encourage Participants To Rollover Assets. In so many ways, it makes sense. There are so many issues in advising retirement plan sponsors in your role as a retirement plan provider that you may...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Welcoming the New Client

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

As you know, I’ve been a member of a few Synagogues because I’m a wandering Jew and the thing I’ve noticed is the usual coldness I’d get when joining. Aside from the last synagogue I joined last year (hopefully, the last one...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

When trust is gone, turn out the lights

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

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longer involved in my synagogue and one of the interesting things I’ve discovered are something called card breaks. A sports card...more

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