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Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. We played t...

by Ary Rosenbaum, That 401(k) Guy

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Optimum for ab...

by Ary Rosenbaum, That 401(k) Guy

Take the criticism, it’s part of the job

Even back then in college, I knew when things weren’t right. I was the Managing Editor of the Sto...

by Ary Rosenbaum, That 401(k) Guy

Pay the correct amounts

I had to be the Larry David here, but one of my gripes as a plan fiduciary and ERISA attorney is wh...

by Ary Rosenbaum, That 401(k) Guy

Know when it’s time to go

When looking at organizations, both businesses and charitable places, I’m always amazed why peopl...

by Ary Rosenbaum, That 401(k) Guy

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If...

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

The legend in his own mind

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

by Ary Rosenbaum, That 401(k) Guy

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it would be pa...

by Ary Rosenbaum, That 401(k) Guy

Live up to your fee arrangement

I work (outside of plan audits) on a flat fee basis. What I say is the price is the price. If I mis...

by Ary Rosenbaum, That 401(k) Guy