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

Hate ESG funds? Don’t offer them

The ESG rule issued by the Department of Labor (DOL) has incensed anyone who believes that the sele...

by Ary Rosenbaum, That 401(k) Guy

It’s all a matter of perspective

Vendettas in the retirement plan business don’t pay your bills. Disputes with other retirement pl...

by Ary Rosenbaum, That 401(k) Guy

Time to replace bad decision makers

I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at our plan....

by Ary Rosenbaum, That 401(k) Guy

Be wary of people like SBF

My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX and SBF. ...

by Ary Rosenbaum, That 401(k) Guy

Get threats, contact an ERISA attorney

You could be the greatest plan provider, but you can’t please everyone. Even when things aren’t...

by Ary Rosenbaum, That 401(k) Guy

Do your job

One of my worst habits is not being over-infusive in my compliments, except in my restaurant tippin...

by Ary Rosenbaum, That 401(k) Guy

Education should be fun

I always believe that education is really important. My parents instilled that value in me, they we...

by Ary Rosenbaum, That 401(k) Guy

The problem of Fred

When your practice is successful as a retirement plan provider, you’re going to want to hire peop...

by Ary Rosenbaum, That 401(k) Guy

The thing about ultimatums

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a...

by Ary Rosenbaum, That 401(k) Guy

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an asset-based f...

by Ary Rosenbaum, That 401(k) Guy