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Ary Rosenbaum, That 401(k) Guy

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

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...

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Make sure you can actually sponsor that plan

It’s an odd mistake, but this is the third time I’ve had to handle it in the last 10 years: repr...

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The Don’ts of LinkedIn

I think LinkedIn is one of the greatest tools out there that can be used to effectively grow your pl...

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That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

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The problem with flying

Now that my kids are older and realizing that I need to be out there to meet plan providers around t...

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That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the country wit...

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That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 201...

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The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...

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Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

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Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...