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Make Sure It’s Not Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

by Ary Rosenbaum, That 401(k) Guy

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more.   While...

by Ary Rosenbaum, That 401(k) Guy

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, they just want to throw you off

When you meet retirement plan sponsors just at different networking events and they find out that yo...

by Ary Rosenbaum, That 401(k) Guy

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they would tell som...

by Ary Rosenbaum, That 401(k) Guy

Some people just want it when it’s free

One of my king beliefs is that giving away, anything of value for free is a mistake because people p...

by Ary Rosenbaum, That 401(k) Guy

Participants with loans dips

Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may be a sense...

by Ary Rosenbaum, That 401(k) Guy

Don’t be that guy at a networking event

With a networking event planned, I thought it would be a good time to get back into some of the loca...

by Ary Rosenbaum, That 401(k) Guy

My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infections and...

by Ary Rosenbaum, That 401(k) Guy

We can do better and we must

I’m that turd in the punch bowl, being frank and honest which makes some people very uncomfortable...

by Ary Rosenbaum, That 401(k) Guy