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Don’t be weird about invites

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and there are ti...

by Ary Rosenbaum, That 401(k) Guy

Does cold calling work?

When I started my practice in 2010, the idea was that my content would create referral sources from...

by Ary Rosenbaum, That 401(k) Guy

Trust takes time

The retirement plan business is all about trust. It’s built on trust and trust takes time. So ...

by Ary Rosenbaum, That 401(k) Guy

Every action has a reaction

I always say that the world would be better off, just if every human being would realize that there...

by Ary Rosenbaum, That 401(k) Guy

Get compliments and give compliments

One of the plan providers sponsors for the Arlington That 401(k) Conference gave me some compliment...

by Ary Rosenbaum, That 401(k) Guy

They still want to skimp when the plan is in so much trouble

I’ll get the referral from and advisor or third party administrator (TPA) with the plan that hasn...

by Ary Rosenbaum, That 401(k) Guy

Are you kidding me?

The older I get, the more I’ve become Larry David in Curb Your Enthusiasm. I’m at the point whe...

by Ary Rosenbaum, That 401(k) Guy

They won’t defend you, they don’t defend themselves

When I was a kid in Hebrew day school, I enjoyed going to the synagogue services for kids, that wer...

by Ary Rosenbaum, That 401(k) Guy

It’s dangerous to have an opinion

When it comes to business, I say that I’m not competing with any other ERISA attorney out there, ...

by Ary Rosenbaum, That 401(k) Guy

I recommend PEP-HUB

There are a lot of great 401(k) services out there that I haven’t used, so touting them isn’t g...

by Ary Rosenbaum, That 401(k) Guy