DailyPost
close
DailyPost

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

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more ...

by Ary Rosenbaum, That 401(k) Guy

Give them the tools to succeed

I had two friends running for political office this November and they were great guys. The problem ...

by Ary Rosenbaum, That 401(k) Guy

You need to be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

by Ary Rosenbaum, That 401(k) Guy

Your big mouth opens doors and it closes them too

I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary U Broadcas...

by Ary Rosenbaum, That 401(k) Guy

Context is king

I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I was a propon...

by Ary Rosenbaum, That 401(k) Guy

PEPs are already niche, do we need niche PEPs?

Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s not the r...

by Ary Rosenbaum, That 401(k) Guy

Another spot for PEPs? Solo 401(k) plans

You get what you pay for and I think a lot of sole proprietors get that with a free solo 401(k) off...

by Ary Rosenbaum, That 401(k) Guy

Just say you’re sorry

On Columbus Day, I was running an errand in my Prius V, and a woman in the right lane crossed over ...

by Ary Rosenbaum, That 401(k) Guy

You can’t get paid more than you’re contracted to

It happened three years ago and I still can’t make sense of it. Where I come from, we call it chu...

by Ary Rosenbaum, That 401(k) Guy

You can still lose by winning

The news comes trickling in for 401(k) plan providers and plan sponsors beating back class action l...

by Ary Rosenbaum, That 401(k) Guy