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The Thing about that Oakley thing

I’m an LA Clippers fan from Brooklyn and my wife was kind enough to score me some great seats for ...

by Ary Rosenbaum, That 401(k) Guy

Don’t try to solicit based on fear and threats

Probably one of the best things about being married besides my lovely wife is that I’m not part of...

by Ary Rosenbaum, That 401(k) Guy

Every Client is different and they have needs to be met

I had a discussion with a client concerning their multiple employer Plan and the adopting employer...

by Ary Rosenbaum, That 401(k) Guy

Pick up the damn’ phone

As a consumer, I have to say the thing that annoys me the most is when you call a company or a perso...

by Ary Rosenbaum, That 401(k) Guy

Keep your politics off LinkedIn because it will hurt your brand

I had a great interview with Bruce Johnston on this site about social media and I think one of the i...

by Ary Rosenbaum, That 401(k) Guy

Enrollment meetings can be fun

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funeral...

by Ary Rosenbaum, That 401(k) Guy

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and the few that...

by Ary Rosenbaum, That 401(k) Guy

401(k) Operating Model

The following is a summary of important facts and observations we have accumulated from our research...

by Carmen J. Armenti, CEBS, Armenti Planning Company

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find out that yo...

by Ary Rosenbaum, That 401(k) Guy

Show Plan Sponsors it doesn’t have to be that way

Have you ever been a customer of a service and then you switch to another provider and you’re asto...

by Ary Rosenbaum, That 401(k) Guy