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Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by thei...

Ary Rosenbaum, That 401(k) Guy

Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters...

Ary Rosenbaum, That 401(k) Guy

When it’s time to leave

  Like George Costanza who always tried to leave on a high note in an episode of Sein...

Ary Rosenbaum, That 401(k) Guy

You’re Not Here To Make Friends

  There are essentially two types of people at any company: management and the employ...

Ary Rosenbaum, That 401(k) Guy

Avoid the Norma Principle

  The Peter Principle is a management theory concept in which the selection of a cand...

Ary Rosenbaum, That 401(k) Guy

Nestle sued over 401(k) plan

Nestle is the latest target of ERISA litigators and is being sued 0ver excessive administr...

Ary Rosenbaum, That 401(k) Guy

The reality of these crazy card prices

Maybe thanks to COVID, but there has been an explosion in auction prices of trading cards ...

Ary Rosenbaum, That 401(k) Guy

Keep politics to yourself

Someone I really respect in the industry posted on Twitter that her husband’s certified ...

Ary Rosenbaum, That 401(k) Guy

Sometimes, you have to be a Scrooge to keep things correct

I’m very opinionated, you know that. My opinions are just opinions, based on my experien...

Ary Rosenbaum, That 401(k) Guy

Critics aren’t necessarily haters

There have been some critical op-eds of late, criticizing 401(k) plans. Some of the critic...

Ary Rosenbaum, That 401(k) Guy