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Dealing with clients isn’t one size fits all

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...

by Ary Rosenbaum, That 401(k) Guy

ESG reminds me of Target Date funds, for a reason

Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the Department ...

by Ary Rosenbaum, That 401(k) Guy

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...

by Ary Rosenbaum, That 401(k) Guy

Don’t let grudges get in the way of doing right

I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor asked abo...

by Ary Rosenbaum, That 401(k) Guy

You still need to do your job

Our world has been turned upside down by COVID. Even with me, I had to put all my live conferences o...

by Ary Rosenbaum, That 401(k) Guy

Avoid the No-Win Situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Trek II: Wrat...

by Ary Rosenbaum, That 401(k) Guy

Check credentials

Whenever I hear about someone getting caught with lying about their resume or credentials, I am alwa...

by Ary Rosenbaum, That 401(k) Guy

It Might Be You

Before starting my law firm, I had made many different employer changes over the years to the point ...

by Ary Rosenbaum, That 401(k) Guy

Sometimes, you have to quit

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your parent...

by Ary Rosenbaum, That 401(k) Guy

I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...

by Ary Rosenbaum, That 401(k) Guy