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I don’t get riled up about 401(k) opinions

Many years ago, I was one of the people on LinkedIn (along with James Holland) that would point out ...

by Ary Rosenbaum, That 401(k) Guy

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

by Ary Rosenbaum, That 401(k) Guy

It might have something to do with control

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

by Ary Rosenbaum, That 401(k) Guy

Avoid The Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another management...

by Ary Rosenbaum, That 401(k) Guy

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to hire peopl...

by Ary Rosenbaum, That 401(k) Guy

The rules are the rules

While I went to law school for a law degree and stayed an extra year to get a tax LLM degree, my fee...

by Ary Rosenbaum, That 401(k) Guy

Like your parents, the IRS VCP program wants you to come clean

As a child, you’re usually told by your parents that they just want to hear the truth and that tel...

by Ary Rosenbaum, That 401(k) Guy

It’s a Process and Not A Result

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

by Ary Rosenbaum, That 401(k) Guy

Starting from Nothing

I always talk about my frustrating experience at a certain semi-prestigious Long Island law firm (so...

by Ary Rosenbaum, That 401(k) Guy

Your Referrals Shouldn’t Be For Sale

My word is my bond; at least I try to make it that way. My opinions on which providers are good for ...

by Ary Rosenbaum, That 401(k) Guy