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The problem with too much loyalty to providers

When I first started in the retirement plan business in 1998, I worked for a law firm tha...

Ary Rosenbaum, That 401(k) Guy

Some TPAs are in the administration business, some are not

There are those TPA that sell financial products, there are some that sell insurance, and...

Ary Rosenbaum, That 401(k) Guy

Annuities in 401(k) Plans

As Michael Corleone said in the very underrated “The Godfather Part III”, “Just whe...

Ary Rosenbaum, That 401(k) Guy

You can be critical of the business

When I was at law school at American University Washington College of Law, I was the Exec...

Ary Rosenbaum, That 401(k) Guy

(3)(38) is still here

The uniqueness of the §3(38) proposition is that the §3(38) fiduciary has discretionary...

Ary Rosenbaum, That 401(k) Guy

Social media gets clients

As discussed so many times in the past, I went to that crappy law firm and thought I coul...

Ary Rosenbaum, That 401(k) Guy

When you focus only on fees, you lose sight of everything else

For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to under...

Ary Rosenbaum, That 401(k) Guy

Why do TPA buyers botch the sale? They don’t know the TPA’s true value

A buddy of mine has been out of work for over a year. He’s a plan administrator who wor...

Ary Rosenbaum, That 401(k) Guy

There is room for everyone

When fee disclosure regulations were implemented, there were a few industry chicken littl...

Ary Rosenbaum, That 401(k) Guy

Sometimes, a plan sponsors can’t just can’t say no thanks

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

Ary Rosenbaum, That 401(k) Guy