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

Avoid the No-Win Situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Trek II: Wrat...

by Ary Rosenbaum, That 401(k) Guy

Check credentials

Whenever I hear about someone getting caught with lying about their resume or credentials, I am alwa...

by Ary Rosenbaum, That 401(k) Guy

It Might Be You

Before starting my law firm, I had made many different employer changes over the years to the point ...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, you have to quit

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your parent...

by Ary Rosenbaum, That 401(k) Guy

I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...

by Ary Rosenbaum, That 401(k) Guy

Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement plan industr...

by Ary Rosenbaum, That 401(k) Guy

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...

by Ary Rosenbaum, That 401(k) Guy

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled Employer ...

by Ary Rosenbaum, That 401(k) Guy

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school district. Th...

by Ary Rosenbaum, That 401(k) Guy

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same can be said ...

by Ary Rosenbaum, That 401(k) Guy