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

Know when it’s time to go

When looking at organizations, both businesses and charitable places, I’m always amazed why peopl...

by Ary Rosenbaum, That 401(k) Guy

Make yourself relevant

The greatest business failures are business giants that fail to adapt to a changing environment. If...

by Ary Rosenbaum, That 401(k) Guy

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hiring a public...

by Ary Rosenbaum, That 401(k) Guy

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to hire peop...

by Ary Rosenbaum, That 401(k) Guy

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it would be pa...

by Ary Rosenbaum, That 401(k) Guy

Live up to your fee arrangement

I work (outside of plan audits) on a flat fee basis. What I say is the price is the price. If I mis...

by Ary Rosenbaum, That 401(k) Guy

You can be critical of the business

When I was at law school at American University Washington College of Law, I was the Executive Edit...

by Ary Rosenbaum, That 401(k) Guy

(3)(38) is still here

The uniqueness of the §3(38) proposition is that the §3(38) fiduciary has discretionary authority...

by Ary Rosenbaum, That 401(k) Guy

Social media gets clients

As discussed so many times in the past, I went to that crappy law firm and thought I could use soci...

by Ary Rosenbaum, That 401(k) Guy

Why do TPA buyers botch the sale? They don’t know the TPA’s true value

A buddy of mine has been out of work for over a year. He’s a plan administrator who worked for se...

by Ary Rosenbaum, That 401(k) Guy