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Retirement Plan › Retirement › Fee Disclosure

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

In Praise Of Fee Disclosure

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

People who didn’t sponsor a plan or weren’t involved in the retirement plan industry before 2012, think some 401(k) industry veterans like myself, are part of some multiverse when we talk about life before fee disclosure. The...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Always trying to find an angle for an ERISA lawsuit

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

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have curbed excessive fees. So ERISA litigators, especially on the low end, are trying to. find angles for litigation....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Focusing on fees, blinds you

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

For the past 9 1/2 years, fee disclosure has certainly helped you as a plan sponsor to finally understand the true cost of plan administration. That’s important because you have a fiduciary duty to only pay reasonable plan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

401(k) fees are still sliding

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

The beauty of fee disclosure regulations and technological breakthroughs is that 401(k) fees have been sliding. Even 9 years after the promulgations of the fee disclosure regulations, it’s still sliding....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Well, it used to be worse

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

When I was younger, I was a pessimist. Everything to me, like a bad grade in Civil Procedure I was the end of the world and I realized eventually, that it wasn’t. I learned optimism is easier to manage than pessimism....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Being too long a provider can be bad too

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

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While having a long time base of clients is great for business and indicative of client satisfaction, it can be a bad thing too....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

MassMutual considering selling its retirement plan business

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

According to a report from Reuters, Massachusetts Mutual Life Insurance Company (MassMutual) is exploring a sale of its retirement services division, which has about $175 billion of assets under management and administration....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - November 2015

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

Empathy and Communication by a Retirement Plan Provider Goes A Long Way. It goes way far. They say that game theory is the study of strategic decision making. It is "the study of mathematical models of conflict and...more

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