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For 401(k) Plan Providers

Loose Cannons, Lost Clients, and Why Getting Along Still Matters

Years ago, back when I was still at that fakakta law firm, I did what good people are supposed to d...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Don’t Be the Weak Link: Good Administrators Protect Plans — and Themselves

There’s a frontier-town cliché: a chain is only as strong as its weakest link. In the 401(k)/403...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

When Your Recordkeeping Platform Becomes Your Risk Platform

For years, recordkeepers sold the idea that technology solved everything. “Our platform is seamle...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

When a Sponsor Says “Our Employees Just Don’t Care”—How You Help Them Care

Plan providers hear it all the time: “Our employees don’t care about the 401(k).” That’s us...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

How to Make Your Service Model Actually Participant-Centric (And Get Paid For It)

Everyone in the retirement plan world claims to be “participant-centric.” It’s the industry�...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

When the Payroll Provider Becomes the Plan Provider

Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’s the Netf...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The Advisor Who Knew Too Little

Every plan provider has crossed paths with one — the advisor who talks a big fiduciary game but c...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Education Beats Enrollment — Every Time

There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-enrollment ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

“The $3 Million Myth: Why Small Plans Still Need Big Fiduciary Thinking”

Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortune 500 doe...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

When $1.8 Million Becomes the Fine Print in the 401(k) Fee-Fight

Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running exce...

by Ary Rosenbaum, That 401(k) Guy

Loose Cannons, Lost Clients, and Why Getting Along Still Matters

Don’t Be the Weak Link: Good Administrators Protect Plans — and Themselves

When Your Recordkeeping Platform Becomes Your Risk Platform

When a Sponsor Says “Our Employees Just Don’t Care”—How You Help Them Care

How to Make Your Service Model Actually Participant-Centric (And Get Paid For It)

When the Payroll Provider Becomes the Plan Provider

The Advisor Who Knew Too Little

Education Beats Enrollment — Every Time

“The $3 Million Myth: Why Small Plans Still Need Big Fiduciary Thinking”

When $1.8 Million Becomes the Fine Print in the 401(k) Fee-Fight

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