DailyPost
close
DailyPost

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

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

Plan provider changes should be for the right reasons

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by p...

by Ary Rosenbaum, That 401(k) Guy

There is always opportunity

If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, hal...

by Ary Rosenbaum, That 401(k) Guy

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...

by Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...

by Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they are just s...

by Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...

by Ary Rosenbaum, That 401(k) Guy

The problem with bigger

I know quite a few advisors that get upset when a plan provider is inching toward being a full comp...

by Ary Rosenbaum, That 401(k) Guy