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

Have the conversation about contributions

With so many layoffs and furloughs thanks to the Coronavirus Pandemic, plan sponsors don’t have th...

by Ary Rosenbaum, That 401(k) Guy

Advertising isn’t going to fix it

Over the years, I worked with many organizations starting back with student political organizations ...

by Ary Rosenbaum, That 401(k) Guy

Don’t get stuck in the past

I was a volunteer and officer for an organization where I stated that the leadership (not including ...

by Ary Rosenbaum, That 401(k) Guy

It doesn’t go to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and ...

by Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) p...

by Ary Rosenbaum, That 401(k) Guy

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have failed to do...

by Ary Rosenbaum, That 401(k) Guy

The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer plan (MEP) ...

by Ary Rosenbaum, That 401(k) Guy

The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confident that yo...

by Ary Rosenbaum, That 401(k) Guy

The letter from the lawyer

When I was at law school, I was the editor of the student magazine there and I broke the story about...

by Ary Rosenbaum, That 401(k) Guy

The Fear About PEPs

I am a proponent of multiple employer plans (MEPs) and the new change that will allow pooled employe...

by Ary Rosenbaum, That 401(k) Guy