News & Analysis as of August 10, 2025

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July finalizes another purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 7/24/2025

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

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 6/2/2025

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

Savings Plans for Startups

Pillsbury - Propel on 8/20/2024

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

There is never a need to troll

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 3/22/2023

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

Stick to a plan that will work

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 9/6/2017

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

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

Stinson - Benefits Notes Blog on 6/16/2015

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

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 6/1/2013

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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