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Retirement Plan › Employee Retirement Income Security Act (ERISA) › Fiduciary Warranty

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.

You can’t be everybody for everything

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

I have written many articles on the fiduciary warranty and how that is a deceptive practice in my mind because plan sponsors assume that this warranty protects them a lot more than in the very limited circumstances that it...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

When The Fiduciary Warranty is Dangerous

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

I don’t pull any punches, so I have certainly written many articles about plan providers issuing something called a fiduciary warranty, that is free and doesn’t protect the plan sponsor from almost any liability because plan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Sponsor Should Avoid These Retirement Plan Provider “Con Games”

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

The George Clooney-Brad Pitt trilogy of heist films known as Ocean’s Eleven, Ocean’s Twelve, and Ocean’s Thirteen were remembered for their twist endings, stylish pacing, and lightheartedness. Since the Ocean gang were...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Things They Never Tell You as a 401(k) Plan Sponsor

Ary Rosenbaum - The Rosenbaum Law Firm P.C. 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

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