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For 401(k) Plan Providers

Why Most Provider “Best Practices” Are Just Litigation Avoidance

The retirement industry loves the phrase best practices. It sounds proactive, responsible, and prof...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The Myth of the Perfect Plan Sponsor

There is no such thing as a perfect plan sponsor. Anyone who tells you otherwise is either selling ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Your Biggest Competitor Isn’t Another Provider — It’s Indifference

Most plan providers are prepared for competition. They know how to differentiate fee schedules, dem...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The Myth of the “One-Size-Fits-All” Fiduciary Solution

In the retirement industry, one of the most persistent, and convenient, myths is the idea that ther...

by Ary Rosenbaum, That 401(k) Guy

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

Why Most Provider “Best Practices” Are Just Litigation Avoidance

The Myth of the Perfect Plan Sponsor

Your Biggest Competitor Isn’t Another Provider — It’s Indifference

The Myth of the “One-Size-Fits-All” Fiduciary Solution

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

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