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

Cite what you did

My village is finally getting a contested election for the school board for the first time in forev...

by Ary Rosenbaum, That 401(k) Guy

Figure out about life after COVID

Eventually, COVID will come to some end. I don’t know what that end will be, but I’ve been cont...

by Ary Rosenbaum, That 401(k) Guy

There is still a problem with TDFs

I once worked with someone who told me that he put in100% of his 401(k) investments in a mid-cap fu...

by Ary Rosenbaum, That 401(k) Guy

I don’t get niche 401(k) plans

When I grew up, we had one type of Cheerios and when they added Honey Nut Cheerios, we had two. I t...

by Ary Rosenbaum, That 401(k) Guy

Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

by Ary Rosenbaum, That 401(k) Guy

How many PEPs went under? No press release for that

We’ve had pooled employer plans (PEP) since January 1, 2021, and. with the weekly press releases ...

by Ary Rosenbaum, That 401(k) Guy

It never goes to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and...

by Ary Rosenbaum, That 401(k) Guy

Kiss your past goodbye

I was a volunteer and officer for an organization where I stated that the leadership (not including...

by Ary Rosenbaum, That 401(k) Guy

Advertising won’t fix that

Over the years, I worked with many organizations starting back with student political organizations...

by Ary Rosenbaum, That 401(k) Guy

We’re all shaped by our experiences, but we need to overcome

I’m terrible with compliments. It’s probably because as a kid, I didn’t get many and I was al...

by Ary Rosenbaum, That 401(k) Guy