DailyPost
close
DailyPost

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

You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site in...

by Ary Rosenbaum, That 401(k) Guy

The Legend of The Flintstones Tie

I was a first-year law student participating in moot court, just because all second-year students p...

by Ary Rosenbaum, That 401(k) Guy

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy paid by ...

by Ary Rosenbaum, That 401(k) Guy

Focus on what the competition isn’t

When I started my law practice almost 15 years ago, I started to look at what the competition was d...

by Ary Rosenbaum, That 401(k) Guy

Get the best person for the job, period.

I’m a long-suffering fan of the Mets and, I’ve had to deal with the underwhelming leadership of...

by Ary Rosenbaum, That 401(k) Guy

You don’t have as much leverage as you think

As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we terminated wa...

by Ary Rosenbaum, That 401(k) Guy

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