Advisors Advantage - May 2022

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

Recent Changes That Plan Providers May Not Like - On Curb Your Enthusiasm, Ed Asner was a guest star, playing an elderly man who wanted to change his will. Based on a recommendation by Larry David, Ed’s character visited the attorney Joel Reynolds at his office. Unfortunately, it was Casual Friday and Ed’s character was offended because he thought it looked unprofessional and he asked why Joel should dress like he’s at home when he’s not at home? While it’s Casual Friday at my home office every day, I never knew why the day at the office was a thing. As far as things in the retirement plan business, there are some trends out there that I’m not too crazy about that you might ponder as a retirement 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