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

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

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...

by Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...

by Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they are just s...

by Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...

by Ary Rosenbaum, That 401(k) Guy

The problem with bigger

I know quite a few advisors that get upset when a plan provider is inching toward being a full comp...

by Ary Rosenbaum, That 401(k) Guy

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