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

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that. A sur...

by Ary Rosenbaum, That 401(k) Guy

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure the call ...

by Ary Rosenbaum, That 401(k) Guy

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost savings ma...

by Ary Rosenbaum, That 401(k) Guy

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was: “They w...

by Ary Rosenbaum, That 401(k) Guy

Overhead

The reason I started on my own 13 years ago was because I bet on myself when that law firm (Meyer S...

by Ary Rosenbaum, That 401(k) Guy

The MEP to PEP conversion issue

I have always been saying the most successful Pooled Employer Plans (PEPs) in the beginning, were g...

by Ary Rosenbaum, That 401(k) Guy

Tell them why you’re mad

When I was a kid or even in college, I’d stop talking to someone if I was mad with them. That was...

by Ary Rosenbaum, That 401(k) Guy

Don’t let them trade off your name

When I was an associate at that forgotten law firm or when I started my own practice, I did a lot o...

by Ary Rosenbaum, That 401(k) Guy

Complacency can kill a TPA

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

Don’t change

When I started my own National ERISA/ retirement plan law practice more than 13 years ago, it wasnâ...

by Ary Rosenbaum, That 401(k) Guy