The Don’ts Of Being A Retirement Plan Provider

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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I’ve never been a fan of what other people think of me, but I do care how I present myself. I can only be responsible for myself and how I treat other people including plan providers. While I understand that my frank and honest views of the retirement plan business can offend others, I do try to treat other plan providers and my clients the way that I want to be treated. This article is all about what you shouldn’t be doing as a plan provider to other plan providers and clients.

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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.

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