A Plan Sponsor’s Guide To Selecting Retirement Plan Providers

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

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 is when Judge Elihu Smails corners Ty Webb and asks Ty what was his score was for the last round he played. Ty said he didn’t keep score and Judge Smails wondered how Ty would be able to measure himself against other golfers. Ty quickly retorted he could against them measure by height. When it comes to evaluating plan providers to consider hiring, it’s hard to develop a metric that would gauge whether a provider should be hired or not. You can’t measure by height. So this article is to evaluate how to select plan providers from every Tom, Dick, Harry, and Jane that wants you to select them to be your plan provider.

Please see full publication below for more information.

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum - The Rosenbaum Law Firm P.C. | Attorney Advertising

Written by:

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
Contact
more
less

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

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
- hide
- hide