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It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and m...

by Ary Rosenbaum, That 401(k) Guy

Don’t let other providers become the stick in the wheels of progress

  I had a friend of mine in college who was involved in student politics like I was and he once...

by Ary Rosenbaum, That 401(k) Guy

Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients....

by Ary Rosenbaum, That 401(k) Guy

Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters that I wi...

by Ary Rosenbaum, That 401(k) Guy

When it’s time to leave

  Like George Costanza who always tried to leave on a high note in an episode of Seinfeld, I al...

by Ary Rosenbaum, That 401(k) Guy

You’re Not Here To Make Friends

  There are essentially two types of people at any company: management and the employees.  I a...

by Ary Rosenbaum, That 401(k) Guy

Avoid the Norma Principle

  The Peter Principle is a management theory concept in which the selection of a candidate for ...

by Ary Rosenbaum, That 401(k) Guy

Keep politics to yourself

Someone I really respect in the industry posted on Twitter that her husband’s certified financial ...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, you have to be a Scrooge to keep things correct

I’m very opinionated, you know that. My opinions are just opinions, based on my experiences for 22...

by Ary Rosenbaum, That 401(k) Guy

Critics aren’t necessarily haters

There have been some critical op-eds of late, criticizing 401(k) plans. Some of the criticism wasnâ€...

by Ary Rosenbaum, That 401(k) Guy