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Ary Rosenbaum, That 401(k) Guy

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

You Won’t See This Again #3: Real Competition for the WWE

I have been a wrestling fan since 1983; so don’t judge me. While it’s pre-determined, it’s a g...

DOL Fiduciary Rule Delay, Don’t Count on It

There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to go into ef...

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire p...

Interview: Mike Alfred, BrightScope

I met Mike and Ryan Alfred when they first started Brightscope and right out of the gates, I knew th...

Sometimes it’s about control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

There is only one common thread about bad 401(k)

I always say one of the beauties of retirement plans is not one is alike. They are like snow flakes ...

Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

Saying Everyone Is Doing It Is No Excuse

A big part of my practice is assisting financial advisors, third party administration (TPA) firms, a...

Too much TV, too little time

I remember at the turn of this Millennium and how I found this red flyer about something called Netf...

Avoid the Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...