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

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a gift from h...

by Ary Rosenbaum, That 401(k) Guy

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer who took o...

by Ary Rosenbaum, That 401(k) Guy

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make ...

by Ary Rosenbaum, That 401(k) Guy

Investment education is all about a process

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

by Ary Rosenbaum, That 401(k) Guy

The problem of PEP administration

The problem with starting college and dorming is that your roommate or suitemate might be a maniac....

by Ary Rosenbaum, That 401(k) Guy

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

by Ary Rosenbaum, That 401(k) Guy

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. We played t...

by Ary Rosenbaum, That 401(k) Guy

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Optimum for ab...

by Ary Rosenbaum, That 401(k) Guy

Take the criticism, it’s part of the job

Even back then in college, I knew when things weren’t right. I was the Managing Editor of the Sto...

by Ary Rosenbaum, That 401(k) Guy

Pay the correct amounts

I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA attorney is wh...

by Ary Rosenbaum, That 401(k) Guy