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

Get threats, contact an ERISA attorney

You could be the greatest plan provider, but you can’t please everyone. Even when things aren’t...

by Ary Rosenbaum, That 401(k) Guy

Do your job

One of my worst habits is not being over-infusive in my compliments, except in my restaurant tippin...

by Ary Rosenbaum, That 401(k) Guy

Education should be fun

I always believe that education is really important. My parents instilled that value in me, they we...

by Ary Rosenbaum, That 401(k) Guy

The problem of Fred

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

The thing about ultimatums

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a...

by Ary Rosenbaum, That 401(k) Guy

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an asset-based f...

by Ary Rosenbaum, That 401(k) Guy

The incentive to sell

When it comes to being a retirement plan provider, you should understand that it’s a relationship...

by Ary Rosenbaum, That 401(k) Guy

It’s easier to lose it than it can grow

One of the business philosophies I learned while working for a third party administrator ...

by Ary Rosenbaum, That 401(k) Guy

Good marketing goes a long way

When I started my own law practice in April 2010, my public relations guru was able to procure an a...

by Ary Rosenbaum, That 401(k) Guy

Try to be humble

So my son loves to go to baseball card shows and when I think of my younger days when my father wou...

by Ary Rosenbaum, That 401(k) Guy