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

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy paid by a...

by Ary Rosenbaum, That 401(k) Guy

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet the same thi...

by Ary Rosenbaum, That 401(k) Guy

Focus on what the competition isn’t

When I started my law practice, I started to look at what the competition was doing and I decided to...

by Ary Rosenbaum, That 401(k) Guy

E-Disclosure is the way to go

There are quite a few people who will say that the Department of Labor (DOL) didn’t go far enough ...

by Ary Rosenbaum, That 401(k) Guy

Investment education is all about a process

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

Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more, ...

by Ary Rosenbaum, That 401(k) Guy

Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable provider, Op...

by Ary Rosenbaum, That 401(k) Guy

Get the best person for the job, period.

I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal with the unde...

by Ary Rosenbaum, That 401(k) Guy

Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. T...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference and That 401(k) National Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d be asked to sponsor a networking event or a plan sponsor...

by Ary Rosenbaum, That 401(k) Guy