For 401(k) Plan Providers | That 401k Site

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

For 401(k) Plan Providers

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The problem with bigger

I know quite a few advisors that get upset when a plan provider is inching toward being a full comp...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

You’re not for them, move on

You’re at a sales meeting and the current plan provider is just doing a terrible job of working o...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

There are still 401(k) advisors who don’t know what they’re doing

Years ago, most financial advisors were not aware of their role as retirement plan advisors when it...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

It’s always been done that way and maybe it’s wrong

My experience at law school could probably be summed up by one event. For first year law students, ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The good guys can say no

I always believe that regardless of whether it’s business or regular day-to-day life, you can’t...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Plan providers should charge direct fees

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

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Money Purchase Plans are still a thin

When it comes to technology, people cling on to some old technology because of their fondness for i...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Executive Edit...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for college, it seem...

by Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

The problem with bigger

You’re not for them, move on

There are still 401(k) advisors who don’t know what they’re doing

It’s always been done that way and maybe it’s wrong

The good guys can say no

Plan providers should charge direct fees

Money Purchase Plans are still a thin

Criticism is fine

They may brag, but they may not have

Useful Links

Contact Us