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

Watch over the use of photos with your website

This is a heads up for retirement plan providers and it has nothing to do with retirement plans. &nb...

by Ary Rosenbaum, That 401(k) Guy

Employees don’t need to see that

I always jokingly say that the reason I try to avoid hiring employees is that I once was an employee...

by Ary Rosenbaum, That 401(k) Guy

Make sure it’s not 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

Yeah, Bitcoin in 401(k) plans is a bad idea

Over the 30 years of investing, I have seen nothing like my investment in bitcoin and other digital ...

by Ary Rosenbaum, That 401(k) Guy

Advisors need to offer education, it’s that simple

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Parti...

by Ary Rosenbaum, That 401(k) Guy

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with an associat...

by Ary Rosenbaum, That 401(k) Guy

Purchasers need to stay in their lane

I’ve written blog posts about the problems that I see when a plan provider I know gets purchased. ...

by Ary Rosenbaum, That 401(k) Guy

From a certain point of legal view

There are two types of ERISA attorney, those that work for a plan provider and those that don’t. M...

by Ary Rosenbaum, That 401(k) Guy

The problem of the PEP Trustee

One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. The only pr...

by Ary Rosenbaum, That 401(k) Guy

Opinions aren’t wrong, except…. by experiences

I have very strong opinions on the retirement plan business and that might be a reason I’m not ask...

by Ary Rosenbaum, That 401(k) Guy