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Business Development › 401k

Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and... more +
Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and others with deep experience in biz dev for legal professionals  less -
Ary Rosenbaum - The Rosenbaum Law Firm P.C.

July finalizes another purchase

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

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

That 401(k) Conference: Sponsoring While Not Burning You Out

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

When I first started my law practice, I’d get invited to sponsor networking events or plan sponsor forums. They’d ask for a check, promise big exposure, and deliver… almost nothing. The room would be filled with the wrong...more

Pillsbury - Propel

Savings Plans for Startups

Pillsbury - Propel on

Opening a retirement savings plan for employees (including founders!) is often a low-priority issue for startups and small businesses, but several states, including California, are trying to change that. In 2016, the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

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

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It’s a memory game

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

When having unique events to promote your business, I think you need to make it memorable because I’ve been to too many forgettable industry events. Creating lasting memories helps your business because people end up...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan any events ahead and let the word get out

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

The genesis for That 401(k) Conference can be traced to two things: 1) my experience at other 401(k) events and 2) my experience of running events for my old synagogue....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

They will remember what you do for them, good and bad

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

The retirement plan business is a relationship-driven business and I learned from the best in the relationship department. Richard Laurita was the top salesman at both third-party administrators (TPA) I worked at and 11 years...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Stick to a plan that will work

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

When I first started out, I worked as an attorney affiliated with a third party administration (TPA). The problem with this TPA that it had 4 main partners and two other employees who had small ownership interests; it was a...more

Morrison & Foerster LLP

Impact of DOL’s Final Rule on Business Development Companies

Morrison & Foerster LLP on

On April 6, 2016, the U.S. Department of Labor (DOL) released its final rule defining who is a fiduciary in connection with investment advice that is provided to benefit plans subject to the Employee Retirement Income...more

Stinson - Benefits Notes Blog

Using Your IRA to Buy a Business: Still a Risky Strategy

Stinson - Benefits Notes Blog on

I blogged in the past about decisions in which taxpayers have used assets in their IRA to finance a new business. This structure is sometimes known as a ROBS or rollover for business startups. In 2013, the tax court held that...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

So You Want To Be A 401(k) Financial Advisor?

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

Whether you are financial advisor who is not in the 401(k) business and wants to be in it or you’re the financial advisor who wants to dramatically increase their small book of business, this is the perfect time. With...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

How Retirement Plan Providers Can Avoid Having A “Communication Breakdown” With Their Clients

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

One of the most important jobs in having clients as a retirement plan provider is retaining them and the fact is that happy clients rarely leave. Too often, plan providers lose clients over a lack of communication. As Led...more

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