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One way to treat clients right, make them comfortable

Going to the movies was never fun. The theaters were dirty and if you arrived late, then y...

Ary Rosenbaum, That 401(k) Guy

The 401(k) match-student loan program is becoming a big thing, at least marketing wise

Ever since the Internal Revenue Service opined that one particular 401(k) plan could use m...

Ary Rosenbaum, That 401(k) Guy

Principal in talks to acquire Well Fargo’s 401(k) Business

The word on the street is that Principal Financial Group Inc is in talks to acquire Wells ...

Ary Rosenbaum, That 401(k) Guy

There will always be room for chocolate in this business

I had a friend of mind who was an advisor who was lamenting about the changing environment...

Ary Rosenbaum, That 401(k) Guy

YOU’RE NEVER TOO OLD TO BE A THIEF!

On February 26, 2019, a seemingly frail 70-year old elderly man was wheeled into a Federal...

Gina Migliore, Priority Pension Services, Inc. (AFI)

When you have to cut a retirement plan provider client off

I always believe that the retirement plan business is a relationship-driven business. Itâ€...

Ary Rosenbaum, That 401(k) Guy

Ratings won’t last forever

When I first started out as an ERISA attorney working for a third party administrator in t...

Ary Rosenbaum, That 401(k) Guy

Never lose sight that a 401(k) plan can recruit or retain employees

While plan providers tell 401(k) plan sponsors such as yourselves that you need to focus o...

Ary Rosenbaum, That 401(k) Guy

Roll them out

Having employees can get a bit messy. I know that from experience, having left a position ...

Ary Rosenbaum, That 401(k) Guy

Courts these days want to see something more

The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co....

Ary Rosenbaum, That 401(k) Guy