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

TPAs need clear contracts

As an ERISA attorney, my retainer agreements are pretty straight and clear. Governed by the laws tha...

by Ary Rosenbaum, That 401(k) Guy

The problem of too much paper

First, there was the call for an Investment Policy Statement (IPS). Then advisors were touting the n...

by Ary Rosenbaum, That 401(k) Guy

Never give up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

by Ary Rosenbaum, That 401(k) Guy

Clients need to get over a fear over ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

by Ary Rosenbaum, That 401(k) Guy

Compromise means you have to give in too

I am in the midst of a serious dispute with a third-party administrator (TPA), let us just say it’...

by Ary Rosenbaum, That 401(k) Guy

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