Ary RosenbuamMay 29, 20182 minThe MEP isn’t the end all, be all I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with the idea that open MEPs where a plan...
Ary RosenbuamApr 24, 20181 minStop thinking of TPAs as just a price placeholder When you’re a financial advisor and working out proposals for potential plan sponsor clients, pricing is an important thing. This is the...
Ary RosenbuamMar 27, 20181 minThe Fiduciary Rule is not dead, but extremely sleepy So many are celebrating the ruling against the Department of Labor’s (DOL’s) fiduciary rule in the Fifth Circuit without realizing what...
Ary RosenbuamFeb 27, 20181 minGet that late 5500 Filed I used to have this recurring dream that I was back in college and it was my last semester. The dream was that there was this one class...