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Ary Rosenbaum, That 401(k) Guy

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

Credentials and Awards may mean nothing

A Long Island business newspaper once named my old law firm’s administrator as its Chief Financial...

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more.   While...

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...

You don’t need the headache of former employees

A family member just went through the process of locating retirement plan accounts at two different ...

Don’t hire relatives as plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

May be time to look at that TPA

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Contribution (...

RFP process can’t be a sham

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...

Fix those late 5500 errors

With July 31st passing (the deadline for Form 5500 without an extension), it’s a great way to pond...

Sometimes, they just want to throw you off

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

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they would tell som...