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Retirement Plan › Employee Retirement Income Security Act (ERISA) › 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.

Let them check out of your email list

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

I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. director. I know because I’ve been there and done that. I write articles, I blog, and I started this crazy...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

When you have to cut a retirement plan provider client off

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I always believe that the retirement plan business is a relationship-driven business. It’s also a small world of industry where providers know providers nationwide. This belief has certainly helped my law firm practice grow...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Less is almost always more

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

I’ve told the story many times, but I used to work for a well known ERISA attorney at a union sized law firm for about 10 months. The woman was absolutely brilliant, but I had to leave there after 10 months because she liked...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Avoid the headache: Stick to what you know

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

Over the past 7 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’s not some kind of insult, but a question on whether I also do financial advisory work and/or third party administration work. The...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

One From The Heart

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The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman tells Batman: “You don’t owe these people anymore. You’ve given them everything” and Batman says: “Not everything. Not yet.” ...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.

Advisors Advantage - May 2017

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For Retirement Plan Providers, It's All About Relationships. That is what it's about. The retirement plan business is a relationship driven business. It's about connecting with other plan providers and more...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - January 2017

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

How An RIA Can Profit Off Of The New Fiduciary Rule. It's an opportunity. When it comes to an industry, change is often fraught with trepidation and fear. However, I always believe that change also brings...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - November 2016

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

401(k) Plan Providers' Behavior To Avoid That Loses Clients. Things to avoid. Over the past 18 years as an ERISA attorney, I have some pretty weird reasons why retirement plan providers get fired. I'll never get the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Legend of Fred

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

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day to day running of a business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Things They Never Tell You as a Retirement Plan Provider

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

I always say that whatever I learned as an ERISA attorney and the retirement plan business; I couldn’t have learned it in class or in a textbook. So if you’re a retirement plan provider, this article will have some short...more

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