Ary Rosenbaum, That 401(k) Guy

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

A Little Humor May Help

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


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...


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...


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...


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...


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...


Being patient with possible referral sources

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


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...


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...


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...