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

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

They won’t tell you why they’re pissed

I was very outspoken in law school, complaining some of the injustices and hypocrisy that went on. I...

by Ary Rosenbaum, That 401(k) Guy

Plan providers and the beauty of a direct fee

For my first year of law school, I had a renowned criminal law professor. He had a penchant for ties...

by Ary Rosenbaum, That 401(k) Guy

The narrowing 401(k) margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,760...

by Ary Rosenbaum, That 401(k) Guy