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

Make Sure Plan Sponsors Have Those Hardship Changes In Place

I was an attorney for a third party administrator (TPA) in 2007 and one of our plan administrator sa...

by Ary Rosenbaum, That 401(k) Guy

Don’t make bad hires

It was clear by the time that Carlos Beltran was interviewing for the Mets manager job that he was s...

by Ary Rosenbaum, That 401(k) Guy

The SECURE Act doesn’t change one big problem for MEPs

While I loved the fact that pooled employer plan (PEP) is an option as a multiple employer plan (MEP...

by Ary Rosenbaum, That 401(k) Guy

Push those tax credits

When prospecting potential clients that are considering a new 401(k) plan, push those tax credits if...

by Ary Rosenbaum, That 401(k) Guy

Need to differentiate yourself among the bug boy and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report...

by Ary Rosenbaum, That 401(k) Guy

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year students pa...

by Ary Rosenbaum, That 401(k) Guy

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about sure things they are working on, all I later ...

by Ary Rosenbaum, That 401(k) Guy

Dealing with Millennials has been a struggle so far

I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of the 1970s,...

by Ary Rosenbaum, That 401(k) Guy

You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site ins...

by Ary Rosenbaum, That 401(k) Guy

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