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

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

Research who you will partner up with

It seemed like a good idea at the time, replacing Matt Hutcheson as the fiduciary of an open multip...

by Ary Rosenbaum, That 401(k) Guy

It has to be all about intent

I live in an unincorporated village on Long Island and I’m always amused by the people who want t...

by Ary Rosenbaum, That 401(k) Guy

Complacency is a problem for TPAs

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

by Ary Rosenbaum, That 401(k) Guy