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

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL) never bot...

by Ary Rosenbaum, That 401(k) Guy

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s slow becaus...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan sponsors h...

by Ary Rosenbaum, That 401(k) Guy

Talk to your client

I have been an ERISA attorney for almost 23 years now and it’s gone by pretty quickly. I have work...

by Ary Rosenbaum, That 401(k) Guy

When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longe...

by Ary Rosenbaum, That 401(k) Guy

Don’t nickel and dime your employees

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

by Ary Rosenbaum, That 401(k) Guy

Tell them like it is

One of the big parts of my practice is assisting third-party administrators (TPAs) who can’t or do...

by Ary Rosenbaum, That 401(k) Guy

The problem with mini-fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

by Ary Rosenbaum, That 401(k) Guy

Don’t Nickel and Dime Plan Providers

I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I do want (v...

by Ary Rosenbaum, That 401(k) Guy

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