Advisors Advantage - April 2015

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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In This Issue:

- As a Retirement Plan Provider, Don't Turn Into A Bureaucracy

- An RFP Process should not be a sham.

- A Great Idea isn't Everything.

- Sometimes, Networking can be bad.

- Trust is an important thing when working with other providers.

- Divorcing that TPA can be a problem.

- Excerpt from Divorcing that TPA can be a problem:

The bad TPAs take it personally.

The MTV reality series The Real World ends their opening intro by stating the show tries "to find out what happens... when people stop being polite... and start getting real." As an ERISA attorney working with retirement plan clients I often find that what determines a good third party administrator (TPA) from a bad one is when we find out what happens, when the TPA gets fired, and we start getting real...

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum - The Rosenbaum Law Firm P.C. | Attorney Advertising

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