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

I got no sympathy for employees who do bad

Friday, I was supposed to attend the New York Comic Con for a special session since I had a wholesa...

by Ary Rosenbaum, That 401(k) Guy

I hate surprises and make sure plan sponsors don’t have any

Most plan screwups happen when either the plan provider doesn’t ask and/or the plan sponsor doesn...

by Ary Rosenbaum, That 401(k) Guy

When working with plan providers, don’t burn your bridges

For the last two months, I had two phone call conversations with plan providers that I haven’t ta...

by Ary Rosenbaum, That 401(k) Guy

Do what’s right for the client

As many of you know, a substantive part of my income is independent fiduciary work. Whether it’s ...

by Ary Rosenbaum, That 401(k) Guy

Employees will screw up, be honest in fixing it

“A lot of holes in the desert, and a lot of problems are buried in those holes. But you gotta do ...

by Ary Rosenbaum, That 401(k) Guy

Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I always said ...

by Ary Rosenbaum, That 401(k) Guy

Shut up and say Thank You

My maternal grandmother Rozalia was the sweetest person I ever knew. When I would get a gift from h...

by Ary Rosenbaum, That 401(k) Guy

Change is inevitable

The local baseball card show promoter sold its two biggest shows to a memorabilia dealer who took o...

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 ...

by Ary Rosenbaum, That 401(k) Guy

Investment education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

by Ary Rosenbaum, That 401(k) Guy