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Third-Party Relationships Retirement Plan

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Need to differentiate yourself among the big boys and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report showed estimates that the 10 largest recordkeepers will represent more than 75% of record kept 401(k) assets by year-end...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laurita being the salesman for the TPA. Richard is going to be gone 12 years in March and the most important lesson that he ever...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Divorcing that TPA can be a problem

The MTV reality series The Real World ends their opening intro by stating the show tries “to find out what happens… when people stop being polite… and start getting real.” As an ERISA attorney working with retirement plan...more

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