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Retirement Plan Ethics

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

You need to set the tone

I’ve been involved with so many small organizations both profit and non-profit in one form or another as an employee, officer, or client. The one thing that is consistent with each organization is that the leadership sets the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Potential Conflicts Should Be Viewed From All Sides

It’s amazing sometimes how people are blind to conflicts of interest that are as clear as die. In my local hamlet, the Library Board hired a School District board member as their attorney even though there is a transactional...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Cardinal Rules for Retirement Plan Providers

I have been an ERISA attorney for 14 years and while I took two retirement plan law courses while I was getting my tax LLM degree at Boston University School of Law, it never prepared me for my career as an ERISA attorney....more

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