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Ary Rosenbaum, That 401(k) Guy

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Social media gets clients

As discussed so many times in the past, I went to that crappy law firm and thought I could use soci...

by Ary Rosenbaum, That 401(k) Guy

When you focus only on fees, you lose sight of everything else

For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to understand the ...

by Ary Rosenbaum, That 401(k) Guy

Why do TPA buyers botch the sale? They don’t know the TPA’s true value

A buddy of mine has been out of work for over a year. He’s a plan administrator who worked for se...

by Ary Rosenbaum, That 401(k) Guy

There is room for everyone

When fee disclosure regulations were implemented, there were a few industry chicken littles that su...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, a plan sponsors can’t just can’t say no thanks

When you meet retirement plan sponsors just at different networking events and they find out that y...

by Ary Rosenbaum, That 401(k) Guy

Read the plan document

Being an ERISA attorney for a couple of third-party administration (TPA) firms when I first started...

by Ary Rosenbaum, That 401(k) Guy

Change of scenery could be everything

For whatever reason, high school was tough for me. Maybe it was undiagnosed ADHD, or perhaps I just...

by Ary Rosenbaum, That 401(k) Guy

This can’t work

Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: “Hi Ar...

by Ary Rosenbaum, That 401(k) Guy

AI will cut out jobs

Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what one artic...

by Ary Rosenbaum, That 401(k) Guy

Collecting Solo 401(k) Plans is like collecting nickels

The fewer assets you have in a 401(k) plan, the less support you get. I know that since I have a So...

by Ary Rosenbaum, That 401(k) Guy