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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy
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A Little Humor May Help

When I worked at that law firm, I always felt I was Al Czervik, the Rodney Dangerfield character fro...

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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...

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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...

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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...

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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...

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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...

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Being patient with possible referral sources

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

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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...

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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...

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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...