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Retirement Plan › Due Diligence › Benefit Plan Sponsors

Ogletree, Deakins, Nash, Smoak & Stewart,...

Do You Really Want to Be an ERISA Fiduciary?

Ogletree, Deakins, Nash, Smoak & Stewart,... on

Two recent class action lawsuits charging a breach of fiduciary duty under the Employee Retirement Income Security Act (ERISA) have increased the stakes and raised important considerations regarding a plan fiduciary’s duty of...more

Clark Hill PLC

[Hybrid Event] Qualified Plan Due Diligence Luncheon - November 6th, San Antonio, TX

Clark Hill PLC on

Please join us for our annual presentation on retirement plan due diligence matters. Topics will include: - Investment decision due diligence - SECURE Act 2.0 - Retirement plan litigation - Cybersecurity -...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t make bad hires

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

It was clear by the time that Carlos Beltran was interviewing for the Mets manager job that he was somehow involved with the Houston Astros being accused of stealing signs. I don’t know what Carlos Beltran told General...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A plan sponsor shouldn’t pay more than they need to

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

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state of the art Apple IIe with a monochrome monitor. One of the first pieces of software I bought was that top desktop publishing...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Face facts: Retirement Plan Sponsors Only Seek Help When They Need It

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

When I was at that semi-prestigious law firm many moons ago, I developed this plan review called the Retirement Plan Tune-Up. I’d look at the plan document, plan design, costs, the Fiduciary process, basically anything that...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Smaller The 401(k) Plan, The Bigger The Problems

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

401(k) plans are a world of contradictions. It’s one of the few employer provided benefits that an employee usually pays for through their account balance. It’s a retirement plan that an employer offers that the employee has...more

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