Asset Management, 401k, Benefit Plan Sponsors

Managed Accounts have room to grow

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 4/3/2025

Sponsors of 401(k) plans are increasingly recognizing the need to provide personalized investment options for their participants; however, access to managed accounts still remains limited....more

DOL Release May Increase ERISA Defined Contribution Plan Interest in Private Equity Investments

Goodwin on 6/5/2020

On June 3, 2020, the U.S. Department of Labor issued an information letter concluding that a plan fiduciary would not violate ERISA’s fiduciary duties solely because the fiduciary offers a professionally managed asset...more

Carefully Consider Fiduciary Obligations

Ruder Ware on 5/24/2019

The sponsorship of a qualified retirement plan can be rewarding but frustrating – there are so many rules. Unfortunately agricultural employers are not given a break when it comes to sponsoring such retirement plans. ...more

Grow your client’s plan assets

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 10/9/2017

If you’re a financial advisor, more assets under management equal more money. It’s pretty simple to me. So that means a financial advisor working in the 401(k) plan space should do their best to making sure that their Plans...more

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 12/18/2013

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

Asset Management › 401k › Benefit Plan Sponsors

Managed Accounts have room to grow

DOL Release May Increase ERISA Defined Contribution Plan Interest in Private Equity Investments

Carefully Consider Fiduciary Obligations

Grow your client’s plan assets

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

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