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Ary Rosenbaum, That 401(k) Guy

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For 401(k) Plan Providers That 401(k) Guy Life Beyond 401(k) News For 401(k) Plan Sponsors
All posts by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference to hit Chicago this September

Thanks to the immediate outpouring of support from plan provider sponsors for the inaugural That 401...

by Ary Rosenbaum, That 401(k) Guy

What Were They Thinking #49 Coors Sells Water Without The Buzz

If a food or beverage manufacturer is successful with a brand or segment of the market, they’re al...

by Ary Rosenbaum, That 401(k) Guy

The issue with 403(b) plans

I always say that as bad as 401(k) plans may be, 403(b) plans are in much worse shape. It didn’t h...

by Ary Rosenbaum, That 401(k) Guy

Clients who don’t pay aren’t clients

I always believe that the retirement plan business is a relationship-driven business. It’s also a...

by Ary Rosenbaum, That 401(k) Guy

Wrestlemania: The Annual Event of trying to get Roman Reigns over

They often say that if at first, you don’t succeed, try, try again. Well the WWE has taken that to...

by Ary Rosenbaum, That 401(k) Guy

Being patient with possible referral sources

I always talk about my open door policy with financial advisors and third-party administrators where...

by Ary Rosenbaum, That 401(k) Guy

The Fiduciary Rule is not dead, but extremely sleepy

So many are celebrating the ruling against the Department of Labor’s (DOL’s) fiduciary rule in t...

by Ary Rosenbaum, That 401(k) Guy

What Were They Thinking #48 ABC runs Who Wants To Be A Millionaire? Into the Ground

They often say that whoever forgets history is doomed to repeat it. In 1966, the Batman TV series wi...

by Ary Rosenbaum, That 401(k) Guy

Stop thinking of TPAs as just a price placeholder

When you’re a financial advisor and working out proposals for potential plan sponsor clients, pric...

by Ary Rosenbaum, That 401(k) Guy

One metric about financial advisors that you should consider

When gauging the effectiveness of the retirement plan’s financial advisor, one thing that 401(k) p...

by Ary Rosenbaum, That 401(k) Guy