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Employee Retirement Income Security Act (ERISA) Marketing

Alston & Bird

Class Action & MDL Roundup 2024 Q2 – We Are Administratively Feasible

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Welcome back to the Class Action & MDL Roundup! This edition covers notable class actions from the second quarter of 2024. In this edition, there can be only one claim form for many, broiler chickens are coming home to...more

Alston & Bird

Class Action & MDL Roundup 2023 Q4 - Not All Cases Survive and Advance

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Welcome to the Class Action & MDL Roundup, our quarterly review of decisions and settlements in the class action arena. In this edition, student-athletes win an NIL round, Canadians in California isn’t personal...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Let them check out of your email list

I write a lot because social media gets my name out there at a much lower cost than hiring a public relations. director. I know because I’ve been there and done that. I write articles, I blog, and I started this crazy...more

Eversheds Sutherland (US) LLP

Courts weigh in on participant data under ERISA

A district court decision in March has added to the sparse authority regarding the status of participant data under ERISA, particularly whether recordkeepers or other providers can use that data to offer additional products...more

Alston & Bird

Class Action & MDL Roundup – Winter 2021

Alston & Bird on

Welcome back to the Class Action & MDL Roundup! Our winter edition covers notable class actions from the fourth quarter of 2020. In this edition, we find a common theme among COVID-19 class actions, the Tampa 2 defends...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Starting From Nothing

I always talk about my frustrating experience at a certain semi-prestigious Long Island law firm (sorry, Lois). I do it partly to rub my success in their noses because they never had faith in me, but mostly because the way I...more

Morrison & Foerster LLP

Marketing Private Funds To U.S. Investors — A Practical Guide For Asia-Based Managers

As the private equity (“PE”) and venture capital (“VC”) funds industry grows and matures in Asia, managers are increasingly looking to market interests in their funds to U.S.-based investors. However, many Asia-based managers...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It’s a memory game

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.

The curse of social media

I always say that social media helped build my career as an ERISA attorney. Without Linked and the articles I write on JDSupra, I would have starved a long time ago when I went on my own. Social media should be a wonderful...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get referrals for ERISA work for plan sponsors was to develop free content that these providers could use for their clients and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - January 2019

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.

Retirement Plan Advisors Advantage - October 2018

As A Plan Provider It Won't Matter If You Can't Fix This. There are some things you need to take care of. So much of my advice for retirement plan providers deal with marketing and other advice on how they can improve...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

My Problem With Networking Events

I used to attend a lot more networking events when I first started my law firm when I had very little clients and I think that experience, unfortunately, made me attend far fewer events. Networking is an integral part of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - August 2018

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.

Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise and/or to bring members together. My crowning achievement was having a standup comedy event hosted by Sal The Stockbroker Governale from The...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - August 2017

Marketing For Plan Providers: What It Can Do And What It Can't. It's not the answer for everything. For retirement plan providers, good marketing is essential. It's so essential that there are marketing gurus out...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - July 2017

Creating Content That Will "Click". It will help you in the long run. In the old days, newspaper and television advertising were the way that you could get your message across to potential clients and sources for...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - January 2017

How An RIA Can Profit Off Of The New Fiduciary Rule. It's an opportunity. When it comes to an industry, change is often fraught with trepidation and fear. However, I always believe that change also brings...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business to help you manage your firm because the day to day running of a business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sometimes it’s just words

So much of any industry is dedicated to marketing, because marketing can help a company sell a product or service just based on how it’s marketed. Whoever sold the pet rock is still probably laughing all the way to the bank. ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sorry Lois or How I Started a Law Firm from Nothing

I always talk about my frustrating experience at a certain semi-prestigious Long Island law firm (sorry, Lois). I do it partly to rub my success in their noses because they never had faith in me, but mostly because the way I...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Marketing and Management Tips For Retirement Plan Providers

I have been very lucky in my career. It has nothing to do with intelligence or good looks or being pushed by the right people. I‘ve been lucky because I’ve been able to reinvent myself and some- times turn lemons into...more

Mintz - Privacy & Cybersecurity Viewpoints

The New HIPAA Omnibus Rule & Your Liability — A Detailed Review

As we have reported in this blog, the Department of Health and Human Services (HHS) Office for Civil Rights (OCR) recently released final regulations containing modifications to the HIPAA Privacy, Security, Enforcement, and...more

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