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

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

Don’t waste a plan provider’s time

I started my practice almost 12 years ago and I devoted a huge part of it, to helping advisors with...

by Ary Rosenbaum, That 401(k) Guy

The Successor Plan Rule

It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and start a ne...

by Ary Rosenbaum, That 401(k) Guy

If your clients are wasting their time, say sorry

I referred a client to a third-party administrator (TPA) that would be the best fit for fixing a de...

by Ary Rosenbaum, That 401(k) Guy

That Flinstones tie

I was a first-year law student participating in moot court, just because all second-year students p...

by Ary Rosenbaum, That 401(k) Guy

Watch your social media posts

The local school board member who posts ridiculous stuff on social media was just appointed Acting ...

by Ary Rosenbaum, That 401(k) Guy

Don’t let failure or bad times define you

If you’ve ever read anything I’ve ever written, you probably know that I talk about the experie...

by Ary Rosenbaum, That 401(k) Guy

Let the TPA do their job

As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is that you p...

by Ary Rosenbaum, That 401(k) Guy