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The Patronage Mill

I have lived in Oceanside since 1997 and I have lived in my home since 2005. The idea of ...

Ary Rosenbaum, That 401(k) Guy

You shouldn’t waive your participant rights under an arbitration provision

I’m glad that the Sixth Circuit has joined other Federal appeals courts in stating that...

Ary Rosenbaum, That 401(k) Guy

You should have the plan and valuation at your finger tips

I’m old enough to remember when they would do ads for the Yellow Pages and they told yo...

Ary Rosenbaum, That 401(k) Guy

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet t...

Ary Rosenbaum, That 401(k) Guy

If you’re consistently losing clients, you should look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as...

Ary Rosenbaum, That 401(k) Guy

Don’t let your business become an HR headache

It’s 2024 and let us face some facts: behavior that might have been tolerated in the 19...

Ary Rosenbaum, That 401(k) Guy

I won’t write this article

I write a ton of articles as you may know and I will have advisors contacting me and sugg...

Ary Rosenbaum, That 401(k) Guy

The end of forfeitures to reduce contributions is inevitable

Recently had a client going through an Internal Revenue Service (IRS) audit and while tal...

Ary Rosenbaum, That 401(k) Guy

State mandates will spur private plans

I don’t need studies to tell me that States with mandated SIMPLE IRA programs for emplo...

Ary Rosenbaum, That 401(k) Guy

Forfeitures cases will continue until they get thrown out

Federal court cases are a game, like chess. You file a complaint, you fight the inevitabl...

Ary Rosenbaum, That 401(k) Guy