ERISA Legal Services From The Rosenbaum Law Firm.
ERISA Attorneys at a reasonable fee.

I hope you have been enjoying my newsletters and articles regarding ERISA, retirement plans, and the retirement plan industry. I don't like to try to commercialize the ERISA services, but like my grandmother once told me: "they won't know unless you tell them." So aside from the plan documents, amendments, terminations, plan reviews, and audit representation,  below are some services you may need or you may want to refer your clients to.
Austin 3(16), the independent 3(16) service.
Starting as low as 3 basis points.

Whether you're a third party administrator (TPA) who doesn't want to be in the ERISA §3(16) administration business or you are an advisor that wants an independent §3(16) administrator, my affiliated company Austin 3(16) Fiduciary limited maybe the option best for you. For as little as 3 basis points (for plans that are $10 million or more in assets), you can have a plan administrator that will review the work of all plan providers, benchmark fees, sign distribution requests, and file Form 5500. 

Information on this service can be found here.

Retirement Plan Tune-Up.
The legal review for $750.

The Retirement Plan Tune-Up is the independent plan review that we complete for plan sponsors for $750.  We look at the plan document, the plan's administration, as well as offering suggestions on how to improve the Plan and minimize plan sponsor liability. There is a discount for plan reviews in bulk (meaning multiple reviews for multiple clients).
Retirement Plan LegalEase, the solution for 3(38) and 3(16) fiduciaries.
Get a legal solution for your plan sponsor clients for only $1,000.   

If you are an ERISA §3(38) fiduciary or a §3(16) administrator and you want to add an independent legal review component for your plan sponsor clients, we ecommend LegalEase. For just $1,000, your plan sponsor clients get the legal review and ongoing legal advice for one year.

Service Agreements for as little as $1,000 .
Documents you need for your practice at a price you can afford.
 
For your practice's needs, we prepare the service agreements for §3(16), §3(21), and §3(38). We also prepare agreements for paid solicitor solutions and agreements in utilizing non-fiduciary providers (especially brokers under the current rule) handling non-fiduciary functions. Agreements start out at $1,000.
Hire an ERISA attorney for as little as $500 a month.
Retainers, instead of having the cost of one on staff.
 
If you want an ERISA attorney on staff, but don't want to pay for one full-time, we suggest our legal retainer program where you can hire our firm for as little as $500 a month with better terms for other legal services you may need.

Speaking engagements.
Conferences, Bar Mitzvahs, Confirmations, you get the drill.
 
If you want a national or large conference looking for an ERISA attorney, look no further than our Firm. Call or e-mail with information on your event.

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The Rosenbaum Law Firm P.C.
734 Franklin Avenue, Suite 302

Garden City, New York 11530

Phone 516-594-1557 

Fax 516-368-3780    


 

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