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

You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a very long tim...

by Ary Rosenbaum, That 401(k) Guy

The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side of organiz...

by Ary Rosenbaum, That 401(k) Guy

Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I lea...

by Ary Rosenbaum, That 401(k) Guy

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you ...

by Ary Rosenbaum, That 401(k) Guy

Business is cyclical

20 years ago, the hard liquor business was dying and microbreweries were the hottest thing. People m...

by Ary Rosenbaum, That 401(k) Guy

Don’t bill for someone else’s work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need is more h...

by Ary Rosenbaum, That 401(k) Guy

If you want it, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people know how ups...

by Ary Rosenbaum, That 401(k) Guy

Just because they say they’re good, doesn’t make it so

If people pass on enough incorrect information out there, you start to believe it. When I worked at ...

by Ary Rosenbaum, That 401(k) Guy

The good old days for advisors are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advisors did ve...

by Ary Rosenbaum, That 401(k) Guy

You’re still using too much paper

  I used to use a lot of paper in my law practice. Then I had 10 feet of water in my office aft...

by Ary Rosenbaum, That 401(k) Guy