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It might have something to do with control

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

Ary Rosenbaum, That 401(k) Guy

Avoid The Walter Principle

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

Ary Rosenbaum, That 401(k) Guy

The legend in his own mind

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

Ary Rosenbaum, That 401(k) Guy

The rules are the rules

While I went to law school for a law degree and stayed an extra year to get a tax LLM degr...

Ary Rosenbaum, That 401(k) Guy

Like your parents, the IRS VCP program wants you to come clean

As a child, you’re usually told by your parents that they just want to hear the truth an...

Ary Rosenbaum, That 401(k) Guy

Like your parents, the IRS VCP program wants you to come clean

As a child, you’re usually told by your parents that they just want to hear the truth an...

Ary Rosenbaum, That 401(k) Guy

Benchmark your providers

I had a contractor work on my house for a couple of projects. Frank installed a new front ...

Ary Rosenbaum, That 401(k) Guy

The Problem With Loans

They often say that the road to hell is paved with good intentions. I don’t know who sai...

Ary Rosenbaum, That 401(k) Guy

What financial advisors really do

One would think that the role of a retirement plan financial advisor is to pick plan inves...

Ary Rosenbaum, That 401(k) Guy

The Magic Bullet of 404(c) Compliance

ERISA §404(c), is the code section that may limit a plan sponsor’s liability in retirem...

Ary Rosenbaum, That 401(k) Guy