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Read need-to-know updates, commentary, and analysis on Professional Practice issues written by leading professionals.

A Plan Sponsor’s Guide To Selecting Retirement Plan Providers

by Ary Rosenbaum on

Since I was about nine and saw it on HBO, one of my favorite movies has been Caddyshack. I loved Caddyshack years before I even liked golf and years before I was mature enough to get all the jokes. One of my favorite scenes...more

Things That Plan Providers Don’t Tell You as a 401(k) Plan Sponsor

by Ary Rosenbaum on

When my wife and I bought our house, there were quite a few things that the previous owner forgot to tell us such as the fact they never bothered to pull the pipes from the dental office run by a previous owner 20 years...more

Unfinished Business the continuing impact of Jewel v Boxer

by Dentons on

Like any other business, law firms sometimes fail. While the failures of large law firms are well-publicized, smaller law firms can be just as or even more susceptible to failure, as the unexpected departure of the firm’s...more

Plan Providers Should Encourage Participants To Rollover Assets

by Ary Rosenbaum on

There are so many issues in advising retirement plan sponsors in your role as a retirement plan provider that you may forget a thing or two that could help your clients and you in the long run. One facet of the business that...more

The JD Supra Top 50 - Popular Legal Topics in 2017

by JD Supra Perspectives on

A look at some of the most popular topics on JD Supra during all of 2017....more

Whether A Plan Sponsor Should Hire An ERISA §3(16) Administrator

by Ary Rosenbaum on

Running a business is a complicated activity. You have to be an expert in your field, service, or specialty. In order to get your work, there is a point where you will need to outsource some key employer functions such as...more

It Happened! Changes In The 401(k) Industry That Could Affect Your Plan

by Ary Rosenbaum on

I’ve been a boxing fan since I was a kid when Marvin Hagler, Larry Holmes, Aaron Pryor, Tommy Hearns, Sugar Ray Leonard, and Mike Tyson were the premier boxers. One of my favorite boxing moments was in 1994 when 45-year-old...more

Highlights of NAWBO NYC’s Small Business Bootcamp – Powering Your Growth

In this special episode of Smashing The Plateau, David Shriner-Cahn share some of the highlights of NAWBO NYC’s Small Business Bootcamp – Powering Your Growth. Interviews include keynote speaker and New York Times...more

Plan Sponsors Need To Deal With A Whole New 401(k) World

by Ary Rosenbaum on

I’ve been an ERISA attorney for over 19 years and 401(k) plans have dramatically changed because of law changes, technological change, and changes in the marketplace. The problem is that most plan sponsors are stuck back in...more

Retirement Plan Sponsors Can’t Afford To Be Cheap

by Ary Rosenbaum on

There is nothing wrong with being thrifty. You should never pay full price for something that you can get on a discount. Being thrifty is different from being cheap. Being cheap is about not wanting to pay for something just...more

How A Plan Provider Should Handle Employees

by Ary Rosenbaum on

I always say that the main reason that I don’t want to have employees is that I was an employee once too. An employee wants to get paid as much as possible and the employer wants to pay as little as possible. I have yet to...more

Plan Features And Services Aren’t A Fit For Every Plan Sponsor

by Ary Rosenbaum on

Did you ever buy a car and the dealer was trying to sell you things you didn’t really need like etched glass and under carriage treatments? Well, retirement plan sponsors are sold services that many times they really don’t...more

How 401(k) Plan Sponsors Can Avoid Turning Their Plan Into A Disaster

by Ary Rosenbaum on

I’m a movie fan especially a fan of movies from the 1970s. One genre of movies made famous during the 1970s was the disaster movie. The Poseidon Adventure, Airport, and The Towering Inferno led to a great successful genre...more

Advisors Advantage - November 2017

by Ary Rosenbaum on

The Bottom Line For Retirement Plan Providers. More plan assets for your clients is a good thing for many reasons. When I had the idea of starting a National ERISA practice 10 years ago, I knew I would have a tough time...more

IRS announces 2018 retirement plan limits

by Ary Rosenbaum on

As 2017 nears its end, we already have the retirement plan limits set for 2008 by the Internal Revenue Service (IRS). For 401(k) plans, the 2018 limit for salary deferrals contributions is $18,500, up $500 from 2017’s...more

It Looks Good On Paper For The 401(k) Plan Sponsor, But…

by Ary Rosenbaum on

Often there are things that look good on paper and don’t look good in practice like an Apple Newton or Incredible Universe. Those business bombs cost the businesses that pushed them out. For 401(k) plan sponsors, they can ill...more

Traps, Pitfalls, and "Gotcha" Moments: 3 Practical Business Contract Tips from Travelzoo GC Rachel Barnett

by JD Supra Perspectives on

Insights from Travelzoo GC, Rachel Barnett, whose new book modernizes contract law and applies legal concepts to the real corporate world....more

Current Class-Action Issues

by JD Supra Perspectives on

Though the Supreme Court has declined to address ascertainability this term (for now), it has granted petitions to resolve two other class-action issues....more

The Bottom Line For Retirement Plan Providers

by Ary Rosenbaum on

When I had the idea of starting a National ERISA practice 10 years ago, I knew I would have a tough time in getting clients especially when the law firm I was at had partners that weren’t interested in selling my services to...more

Accelerator Attorneys and Advisors Can Help Through Tough Situations

by Baker Donelson on

JT Peters, co-founder and CEO of Truck Driver Power, describes how the advice he received from attorneys and advisors at his accelerator helped to avoid a potentially devastating situation....more

Entrepreneur Minute: Accelerator Attorneys and Advisors Can Help Through Tough Situations

by Baker Donelson on

JT Peters, co-founder and CEO of Truck Driver Power, describes how the advice he received from attorneys and advisors at his accelerator helped to avoid a potentially devastating situation. See more videos in Baker...more

What To Avoid In Hiring Plan Providers As 401(k) Fiduciaries

by Ary Rosenbaum on

A plan sponsor has so many things to do in running a business that they often forget that as a 401(k) plan sponsor, they are also a plan fiduciary. Being a plan fiduciary requires the highest duty of care in equity and law....more

[Event] 1st Annual FinTech Update - November 9th, Chicago, IL

by Vedder Price on

Chicago is at the center of a new and growing industry. This complimentary program is designed as a concise briefing on the latest developments in the FinTech industry for C-Suite executives....more

How And Why Plan Providers Should Help Increase 401(k) Plan Assets

by Ary Rosenbaum on

Many years ago, I was an ERISA attorney working for a “producing” third party administrator (TPA) that was very successful because of its in-house registered investment advisory firm advising a good portion of the 401(k)...more

Popular Reads on JD Supra

by JD Supra Perspectives on

A look at some of the most well-read posts published on JD Supra during September, 2017. ...more

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