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

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

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make p...

by Ary Rosenbaum, That 401(k) Guy

If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pro...

by Ary Rosenbaum, That 401(k) Guy

Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...

by Ary Rosenbaum, That 401(k) Guy

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...

by Ary Rosenbaum, That 401(k) Guy

The one article I won’t write

I write a ton of articles as you may know and I will have advisors contacting me and suggesting some...

by Ary Rosenbaum, That 401(k) Guy

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