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Retirement Plan › Fiduciary Duty › Benchmarking

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fees need to be benchmarked

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

Competing plan providers hear it all the time from prospective clients all the time, about how their current provider would never overcharge them. Unless a plan sponsor benchmarks the fee they are being charged (which is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Too often, they get it when it’s too late

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

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure regulations almost 4 years later, it is still difficult to get...more

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