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

You’re not for them, move on

You’re at a sales meeting and the current plan provider is just doing a terrible job of working o...

by Ary Rosenbaum, That 401(k) Guy

There are still 401(k) advisors who don’t know what they’re doing

Years ago, most financial advisors were not aware of their role as retirement plan advisors when it...

by Ary Rosenbaum, That 401(k) Guy

It’s always been done that way and maybe it’s wrong

My experience at law school could probably be summed up by one event. For first year law students, ...

by Ary Rosenbaum, That 401(k) Guy

The good guys can say no

I always believe that regardless of whether it’s business or regular day-to-day life, you can’t...

by Ary Rosenbaum, That 401(k) Guy

Plan providers should charge direct fees

For my first year of law school, I had a renowned criminal law professor. He had a penchant for tie...

by Ary Rosenbaum, That 401(k) Guy

Money Purchase Plans are still a thin

When it comes to technology, people cling on to some old technology because of their fondness for i...

by Ary Rosenbaum, That 401(k) Guy

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Executive Edit...

by Ary Rosenbaum, That 401(k) Guy

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for college, it seem...

by Ary Rosenbaum, That 401(k) Guy

How to make sure the enrollment meetings aren’t like funerals

When it comes to oral or written communications, it’s important that you play to your audience. A...

by Ary Rosenbaum, That 401(k) Guy

See how decisions impact others

The idea for buying a nice home is that you would be friendly with neighbors. That really has not p...

by Ary Rosenbaum, That 401(k) Guy