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You're browsing category: For 401(k) Plan Providers

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost savings ma...

by Ary Rosenbaum, That 401(k) Guy

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was: “They w...

by Ary Rosenbaum, That 401(k) Guy

Overhead

The reason I started on my own 13 years ago was because I bet on myself when that law firm (Meyer S...

by Ary Rosenbaum, That 401(k) Guy

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were g...

by Ary Rosenbaum, That 401(k) Guy

Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was...

by Ary Rosenbaum, That 401(k) Guy

Don’t let them trade off your name

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot o...

by Ary Rosenbaum, That 401(k) Guy

Complacency can kill a TPA

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

by Ary Rosenbaum, That 401(k) Guy

Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago, it wasnâ...

by Ary Rosenbaum, That 401(k) Guy

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by p...

by Ary Rosenbaum, That 401(k) Guy

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, hal...

by Ary Rosenbaum, That 401(k) Guy