Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the clone troope...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

State programs are the places to get clients

A lot of people with a Libertarian streak hate state-mandated IRA programs. Even with my distaste f...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Best to make decisions through consensus

If you partner with other providers, I think it’s best when decisions are made through a consensu...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The check is in the mail should be in the mail

Paying bills to other plan providers is hard when money is hard to come by. Sometimes it was diffic...

by Ary Rosenbaum, That 401(k) Guy

News

Retirement Plan Roundtable returns June 15th at 4pm EST

Please join us for another edition of the Retirement Plan Roundtable for Thursday, June 15th, at 4p...

by Ary Rosenbaum, That 401(k) Guy

News

Auto Escalation doesn’t negatively impact participation

A new study suggests that plan sponsors can increase the rate of automatic enrollment in 401(k) pla...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Pick an expert who knows what they’re talking about

In Huang v. TriNet HR III, Inc., the District Court for the Middle District of Flori...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

One bid isn’t enough

As the time owning my house is coming to an end, my wife and I are embarking on one last project: r...

by Ary Rosenbaum, That 401(k) Guy

News

Vestwell partners to help advisors

Vestwell announced new industry partnerships and integrations to help advisors....

by Ary Rosenbaum, That 401(k) Guy

News

Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The new research...

by Ary Rosenbaum, That 401(k) Guy