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Ary Rosenbaum, That 401(k) Guy

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

You may not be what they need right

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping drama wit...

Putting yourself as #1 is when you get into trouble

If there is one situation that I see consistently with plan providers landing in trouble, a good ch...

The problem with former employees

I always say that the reason I don’t have employees is I was an employee once too. My joke about ...

They will never change leadership

When I was a Vice President of a synagogue, I knew the position was hopeless because I was surround...

The #1 metric has to be client satisfaction

The thing I hated most of my time at that certain Long Island law firm was that the only thing they...

Vanguard to add auto portability service

Vanguard has announced that they will introduce an auto-portability service for its 401(k) plan spo...

The DOL won’t allow Crypto into 401(k)

I invested in cryptocurrency, turned on into it by Mike Alfred, who I know from his Brightscope day...

That 401(k) Conference completes September swing in Houston

That 401(k) Conference completed its trio of 2020 rescheduled events with a September 29th conferen...

Federal and state mandates will prop up PEPs

The possibility of a Federal mandate for retirement coverage through an employer plan or forcing th...

Insurance agents busted for 403(b) fraud

Non-ERISA 403(b) plans are still one of the stains of the retirement plan business because, without...