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

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

If you host it, maybe they will come

I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since I was hol...

by Ary Rosenbaum, That 401(k) Guy

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL) never bot...

by Ary Rosenbaum, That 401(k) Guy

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s slow becaus...

by Ary Rosenbaum, That 401(k) Guy