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One From The Heart

The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman t...

by Ary Rosenbaum, That 401(k) Guy

If they could to them, they’ll do it to you

There is a great scene from the movie In The Line of fare where Clint Eastwood’s character Frank H...

by Ary Rosenbaum, That 401(k) Guy

Stick to a plan that will work

When I first started out, I worked as an attorney affiliated with a third party administration (TPA)...

by Ary Rosenbaum, That 401(k) Guy

Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your audience. An...

by Ary Rosenbaum, That 401(k) Guy

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have been an ERIS...

by Ary Rosenbaum, That 401(k) Guy

Consider how an advisor uses other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an unders...

by Ary Rosenbaum, That 401(k) Guy

I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understand it then,...

by Ron Stair, PhD, AEP, ERPA, EA

Business Advice from Eric Bischoff

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wrestling (WCW...

by Ary Rosenbaum, That 401(k) Guy

Pushing Automatic Enrollment is good for business

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Broo...

by Ary Rosenbaum, That 401(k) Guy

Stressing Value is a better proposition than stressing cost

Retirement plan providers need to look at their fees and determine what work they are doing for thei...

by Ary Rosenbaum, That 401(k) Guy