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It’s all about communication

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

by Ary Rosenbaum, That 401(k) Guy

Accept the compliment

It was great hosting a live event again. I didn’t hold any live edition of That 401(k) Conference...

by Ary Rosenbaum, That 401(k) Guy

Networking the wrong way

When it comes to building a retirement plan practice, networking is an important component. Whether...

by Ary Rosenbaum, That 401(k) Guy

Complacency for TPA is deadly

For me, one of the worst things that any business can have is a sense of complacency; I have spent ...

by Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) ...

by Ary Rosenbaum, That 401(k) Guy

Well, it’s not really profitable

14 years ago, I had enough. I was tired of working for other people because I wanted to bet on myse...

by Ary Rosenbaum, That 401(k) Guy

They need you, be there

I have an old saying: “I needed you, you weren’t there, and I no longer need you.” When you h...

by Ary Rosenbaum, That 401(k) Guy

The most difficult clients to deal with are……

I’m becoming more like Larry David as I get older. Not the hypocritical part of Larry, but the pa...

by Ary Rosenbaum, That 401(k) Guy

You can’t let your system be overwhelmed

My son loves autograph signings. The enjoyment for me is dependent on whether the show is run well....

by Ary Rosenbaum, That 401(k) Guy

You can’t let opinions bother you

I have been blocked by 3 of the sitting 7 members of my local board of education on social media be...

by Ary Rosenbaum, That 401(k) Guy