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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Some random thoughts on the retirement plan business

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

1. Cost is an overused consideration for picking plan providers, value and quality are underused. 2. Target benefit plans are the Boo Berry Cereal of retirement plans. You know they exist, but you rarely see them....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - December 2018

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

Challenges In 2019 For 401(k) Plan Providers. It's always a challenge. Being a retirement plan provider is very challenging and every year presents a new challenge. The retirement plan industry is always in flux and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

What all good 401(k) plans have

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

There are so many articles for plan sponsors (I’ve written quite a few) where they go on and on about what plan sponsors need for a successful 401(k) plan. Rather than go into a whole diatribe, here is a Reader’s Digest of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Confirm what the auditor says

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

If you have a retirement plan with more than 100 participants, you probably have a plan audit (if you have more than 120 participants, you do). Like with any plan providers, there a lot of great auditors out there and some...more

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