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Ary Rosenbaum, That 401(k) Guy

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They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for the months,...

by Ary Rosenbaum, That 401(k) Guy

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...

by Ary Rosenbaum, That 401(k) Guy

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from...

by Ary Rosenbaum, That 401(k) Guy

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because Iâ...

by Ary Rosenbaum, That 401(k) Guy

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced the acquis...

by Ary Rosenbaum, That 401(k) Guy

A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciary issues, ...

by Ary Rosenbaum, That 401(k) Guy

Old loans can come back to bite you in an audit

There is nothing wrong with offering loans with your 401(k) plan. What will be wrong is if the progr...

by Ary Rosenbaum, That 401(k) Guy

The half-empty look from an IRS agent

As a plan sponsor being investigated by an Internal Revenue Service (IRS) agent, there is one thing ...

by Ary Rosenbaum, That 401(k) Guy

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you ...

by Ary Rosenbaum, That 401(k) Guy

Business is cyclical

20 years ago, the hard liquor business was dying and microbreweries were the hottest thing. People m...

by Ary Rosenbaum, That 401(k) Guy