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

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were g...

by Ary Rosenbaum, That 401(k) Guy

Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was...

by Ary Rosenbaum, That 401(k) Guy

Don’t let them trade off your name

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot o...

by Ary Rosenbaum, That 401(k) Guy

Complacency can kill a TPA

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

by Ary Rosenbaum, That 401(k) Guy

Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago, it wasnâ...

by Ary Rosenbaum, That 401(k) Guy

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by p...

by Ary Rosenbaum, That 401(k) Guy

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, hal...

by Ary Rosenbaum, That 401(k) Guy

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...

by Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...

by Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they are just s...

by Ary Rosenbaum, That 401(k) Guy