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

Advisors should appreciate Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

by Ary Rosenbaum, That 401(k) Guy

Let it go

One thing I’ve learned over time is not to bottle up anger. Ever since I was a kid, I was passive-...

by Ary Rosenbaum, That 401(k) Guy

Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is that it’...

by Ary Rosenbaum, That 401(k) Guy

You can see it a mile away and do nothing

While my Professor from Stony Brook could see it a mile away, most of us couldn’t predict a Pr...

by Ary Rosenbaum, That 401(k) Guy

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams in three s...

by Ary Rosenbaum, That 401(k) Guy

Good Marketing Can’t Mask Poor Customer Service

I’ve always been vocal about the need for a service provider to have good marketing if they re...

by Ary Rosenbaum, That 401(k) Guy

Don’t be passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. One of the re...

by Ary Rosenbaum, That 401(k) Guy

How 401(K) Advisors Can Use ETFs

Exchange-traded funds (ETFs) have gained significant market share throughout the last decade, and mo...

by Chuck Self, MBA, CFA

They’re not your Clients if they don’t pay you

A few years back, I had this great third party administration (TPA) client. They were my first clien...

by Ary Rosenbaum, That 401(k) Guy

Robo-Advisors, Technology, and Older Participants

In that forgettable yet memorable year as a synagogue Vice President, I had to deal with an older me...

by Ary Rosenbaum, That 401(k) Guy