News & Analysis as of

Retirement Plan Benchmarking

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fees need to be benchmarked

Competing plan providers hear it all the time from prospective clients all the time, about how their current provider would never overcharge them. Unless a plan sponsor benchmarks the fee they are being charged (which is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Average Deferral Rates at a Ten-Year High

T. Rowe Price has released its annual participant data benchmarking report, which shows mixed results for participants in 2018....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The big winner for the Fiduciary Rule

There are certainly going to be lots of losers when the fiduciary rule gets implemented and there is going to be one clear winner. I’m not talking about registered investment advisors or attorneys who made a mint in getting...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Too often, they get it when it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure regulations almost 4 years later, it is still difficult to get...more

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