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Some Financial Advisors Still Don’t Get It

Years ago, most financial advisors weren’t aware of their role as a retirement plan advi...

Ary Rosenbaum, That 401(k) Guy

What Were They Thinking #20 Oldsmobile kills its brand with one ad campaign

General Motors (GM) had multiple car brands for the public. While Cadillac was the luxury ...

Ary Rosenbaum, That 401(k) Guy

It’s a travesty that Marvin Miller is not in the Hall of Fame

The Baseball hall of Fame is always up for debate as to those who belong in there, but hav...

Ary Rosenbaum, That 401(k) Guy

Fiduciary Prologue to a Cross-Examination

The litmus test for suitable behaviors and the products that result is woven from fiduciar...

Neal Shikes, CRPC®, The Willing Fiduciary/Counsel Fiduciary LLC

Make sure everyone is on board with the change

Sometimes no matter how hard you work on a plan and do such a great job, oe person working...

Ary Rosenbaum, That 401(k) Guy

Many times, plan sponsors don’t get it until it’s too late

I talk to a lot of advisors and I have many advisor clients around the country and one of ...

Ary Rosenbaum, That 401(k) Guy

What Phyllis Borzi got wrong

It’s been about 4 months since Phyllis Borzi left her position as the head of the Employ...

Ary Rosenbaum, That 401(k) Guy

What Were They Thinking #19 Pink Lady (and Jeff) kills the variety show format for good

If Fred Silverman had quit while he was ahead, he would have been known as the greatest TV...

Ary Rosenbaum, That 401(k) Guy

The problem with fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two s...

Ary Rosenbaum, That 401(k) Guy

Yes, DOL audits are more terrifying

I have to see that as after 18 years, there is very little I fear and I fear of retirement...

Ary Rosenbaum, That 401(k) Guy