Currently browsing Archive: Financial Advisor
Problems A Plan Sponsor May Not Be Aware Of
By Ary Rosenbaum, Esq. I knew a family member who would never go to the doctor for preventative care. She…
How a 401(k) Plan Sponsor Minimize Their Liability In 8 Easy Steps
By Ary Rosenbaum, Esq. Sponsoring and operating a 401(k) plan isn’t easy. A plan sponsor can’t just set up the…
Is Cash Balance right for your client?
A Cash Balance plan is a type of IRS-qualified retirement plan known as a “hybrid” plan. In a Cash Balance…
2015 New Year’s Resolutions for Plan Sponsors
New Year’s resolution is a promise that a person makes to achieve one or more personal goals, projects, or the…
Mistakes a Plan Sponsor Should Correct
By Ary Rosenbaum, Esq. I have been in the retirement plan business for over 15 years and I have met…
Hiring Friends & Family
Hiring Your Friends or Family as your Retirement Plan’s Financial Advisor is a Bad Idea By Ary Rosenbaum, Esq. They often…
Plan Sponsor Guide to Selecting a Financial Advisor
Article by: Ary Rosenbaum, Esq. When it comes to your role as a retirement plan sponsor, outside of hiring a…
New MMR Plans Website
Welcome to the new MMR Plans website. We launched this new website you’re currently viewing in the second half of…