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Alera buys Advanced Capital

The Alera Group Inc., from Deerfield, Illinois, announced the purchase of Minnesota-based...

Ary Rosenbaum, That 401(k) Guy

Plan Sponsors are always Reactive, not Pro-Active

When I was at that semi-prestigious law firm many moons ago, I developed this plan review...

Ary Rosenbaum, That 401(k) Guy

The problem with auto escalation

I worked at a place where employees were passive-aggressive and never said anything about...

Ary Rosenbaum, That 401(k) Guy

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