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Social Media Retirement Plan

Follow this channel for insights at the intersection of social media and the law, covering a wide array of issues from employer liability to privacy, from advertising rules to IP matters, and... more +
Follow this channel for insights at the intersection of social media and the law, covering a wide array of issues from employer liability to privacy, from advertising rules to IP matters, and more. Like this! less -
Carlton Fields

Expect Focus - Volume IlI, September 2024

Carlton Fields on

Gone With the Wind? Closed-End Funds Risk Extinction - Shares of SEC-registered closed-end funds (CEFs) have long held significant potential advantages for some investors. For example, unlike shares of mutual funds...more

Davies Ward Phillips & Vineberg LLP

Doing Business in Québec

Our Doing Business in Québec guide provides an overview of the legal framework governing Canadian business operations in the province of Québec. This guide provides up-to-date information about the following topics: •...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

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.

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Watch your social media posts

The local school board member who posts ridiculous stuff on social media was just appointed Acting Parks Commissioner for my county. It’s a little disheartening....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A lot of fluff, no stuff

There are many third-party administrators (TPAs) that I know based on working with them or based on reputation. Working with TPAs and word of mouth about them are excellent barometers about their capabilities....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Watch those social media posts

I was a little irritated when a person from my community was appointed to an elected position because of a vacancy. I never met the man, but I’m a little disgusted by him because of his past posts on Facebook. Borderline...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a result of some sexist comments he made at an industry conference....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you let it. I’ve seen too many business professionals and companies that get in trouble on Facebook for posting things that...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 - 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.

Social Media and Your Employees: It Could Be A Problem

I worked at a law firm and I wanted to build a National ERISA practice. Since the partners there weren’t interested in sharing clients, I tried my best to get some. I drafted an email to an advisor I knew from the third party...more

Robins Kaplan LLP

Your Daily Dose of Financial News

Robins Kaplan LLP on

RBS has agreed to pay $85 million to the CFTC to resolve allegations that its traders “manipulated the ISDAfix benchmark rate over a period of five years to benefit the bank’s derivatives positions”....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing if they really want to get ahead in the retirement plan business. While marketing is a great tool, what good marketing won’t do is hide poor...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Keep Politics and Your Business Apart

We’re closing in on Election Day and no matter what side you’re on, you have to admit that it’s one of the most divisive elections in recent memory. So I’m shocked when I see professionals post their political diatribes on...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t get stuck in 1986

I was a volunteer and officer for an organization where I stated that the leadership (not including me) was stuck in 1986. What it meant was that this leadership couldn’t adjust to the current age when it came to...more

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