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Benefit Plan Sponsors › Best Practices › Third Party Administrators

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Dear Plan Providers: Here’s the Kind of Content Plan Sponsors Actually Want

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

If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—you’ve probably heard the advice a million times: “Create content to stay top of mind with plan sponsors.” But what kind of content actually works?...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Great distribution needs a good product

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

If you have a great product, but lousy distribution, you’re not going to do well. Yet the same thing is on the flip side if you have great distribution, but a lousy product. Whether it’s a multiple employer plan, a great...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Focus on what the competition isn’t

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

When I started my law practice, I started to look at what the competition was doing and I decided to do things differently. Other ERISA attorneys charge by the hour, they charge for every phone call, and I just didn’t want to...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Make sure what you sell works

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

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable provider, Optimum for about 13 years. A few months back, I was enticed to re-sign with Optimum and their new Altice converter box/router....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Saying it ain’t broken, don’t fix it is a cop-out

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

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ago where the student government Acting Treasurer Naala Royale was running for her own full term. Her motto for the race was that “If...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Design is a big deal

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

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinating game because every move can change the course of the game. I see sometimes plan design as similar to the game of chess because a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - March 2019

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

A Plan Provider's Guide On How Not To Die (Sorry Lois). Get busy living or get busy dying. I started my own practice about 9 years ago because I was involuntarily liberated from my position as an associate at a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - January 2019

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

As A Plan Provider, How You Can Deal With Clients. It's not always fun. Almost 25 years later, Clerks is an independent movie classic. Shot for $27,000, it looks like it. Yet despite the black and white (they couldn't...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - January 2019

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

401(k) Options That Must Be Obligatory For Plan Sponsors. They need to be obligatory. Buying a car isn't easy because it's confusing with the different option packages and trims. Sometimes I jokingly ask whether a...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - August 2018

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

Advice For 401(k) Plan Providers On Hosting Events. Just two cents on my experience. One of the most important marketing tools that a plan provider can use to some success is the use of events to make connections to...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

I avoid it when it doesn’t look right, you should too

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

I live in an unincorporated village on the south shore of Nassau County and the elected Board of Education has this problem that doesn’t want to talk about and it’s called nepotism. Three out of the seven members have a child...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan sponsors need to Google Their TPA’s Principals

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

I believe in the idea of redemption, that people who make mistakes can atone for them. Maybe that explains why Return of the Jedi is my favorite Star Wars films because Darth Vader was redeemed and brought balance to the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Consider how an advisor uses other plan providers

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

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an understanding of what the role entails, and a dedication to the plan sponsor client. In addition, what I find is the way a good...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beware of Insurance Brokers Masked as TPAs

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

A friend of mine who is a financial advisor asked me about a third party administration (TPA) firm that is actually about a village over from where I live in Long Island. My friend has this prospect with a defined benefit...more

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