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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy

Late 401(k) Deposits Don’t Get Better With Age

There are certain problems in life where waiting might actually help. Late 401(k) deposits aren&...

Your Advisor Isn’t Supposed to Be Your TPA

One of the biggest sources of confusion for 401(k) plan sponsors is figuring out who is actually re...

Stop Signing the Form 5500 Without Looking at It

Every year, most 401(k) plan sponsors get a Form 5500 from their TPA or other provider with instruc...

Every Client Has a Different Definition of Good Service

One of the biggest mistakes retirement plan providers make is assuming every client wants to be ser...

Stop Making the Advisor Chase You

One of the easiest ways for a retirement plan provider to lose business is also one of the easiest ...

We Didn’t Have to Tell Everyone How Smart We Were

When my son Jason was getting ready to graduate from high school, we had to go to the library one s...

Sometimes a Mandate Actually Works

I’m generally not a big fan of government mandates. In the retirement plan business, however,...

What Were They Thinking? The 1987 NFL Strike

I’ve always been a big supporter of the Major League Baseball Players Association. One of the...

Stop Treating Every Prospect Like a Sale

One of the biggest mistakes retirement plan providers make is believing that every prospect has to ...

The Client You Ignore Is the Client Someone Else Will Take

One of the biggest mistakes retirement plan providers make is assuming that a quiet client is a hap...