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

Stick to what you know

Over the past 11 years as a solo ERISA practitioner, I always get asked if that’s all I do. It’...

by Ary Rosenbaum, That 401(k) Guy

Don’t forget your clients and the fees they pay

I first started paying for my own vehicle when I got my first job as an ERISA attorney, It was a br...

by Ary Rosenbaum, That 401(k) Guy

You may not be what they need right

When it comes to Super Hero movies, the best by far is The Dark Knight. It was a gripping drama wit...

by Ary Rosenbaum, That 401(k) Guy

Putting yourself as #1 is when you get into trouble

If there is one situation that I see consistently with plan providers landing in trouble, a good ch...

by Ary Rosenbaum, That 401(k) Guy

They will never change leadership

When I was a Vice President of a synagogue, I knew the position was hopeless because I was surround...

by Ary Rosenbaum, That 401(k) Guy

The #1 metric has to be client satisfaction

The thing I hated most of my time at that certain Long Island law firm was that the only thing they...

by Ary Rosenbaum, That 401(k) Guy

Saying they’re good, doesn’t make it so

If people pass on enough incorrect information out there, you start to believe it. When I worked at...

by Ary Rosenbaum, That 401(k) Guy

The good old days are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did v...

by Ary Rosenbaum, That 401(k) Guy

If you want something, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how up...

by Ary Rosenbaum, That 401(k) Guy

Only bill for your work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more ...

by Ary Rosenbaum, That 401(k) Guy