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Ary Rosenbaum, That 401(k) Guy

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

What Were They Thinking #8? Smokey and the Bandit Part 3

When I was 8 years old, my mother took me to the Canarsie Triplex to see some cartoon movie. As usua...

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...

Show Plan Sponsors it doesn’t have to be that way

Have you ever been a customer of a service and then you switch to another provider and you’re asto...

What Were They Thinking #7? The Sting II

The idea behind a movie sequel is that it’s supposed to continue the story or expand an earlier mo...

Read the plan document

Being an ERISA attorney for a couple of third party administration (TPA) firms when I first started ...

Pop Figures are quite the pop

You might not have noticed, but these Pop vinyl figures are everywhere. These small figures produced...

Interview: Roger Wohlner, The Chicago Financial Planner

Q: How did you start in the retirement plan business?   A: Early on I met a local TPA firm and ...

Ask the TPA about their administrators’ training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with a...

Why you have nothing to fear about government being in the retirement plan business

As a retirement plan provider, competition is a big thing and the last thing you want is a competito...

What Were They Thinking #6? Colgate Kitchen Entrees

Brand extension is a marketing strategy in which a firm marketing a product with a well-developed im...