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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...

by Ary Rosenbaum, That 401(k) Guy

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in with the best...

by Ary Rosenbaum, That 401(k) Guy

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled Employer ...

by Ary Rosenbaum, That 401(k) Guy

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school district. Th...

by Ary Rosenbaum, That 401(k) Guy

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same can be said ...

by Ary Rosenbaum, That 401(k) Guy

The future of conferences

With COVID still in full bloom, I’m concerned over the future of national conferences. While NAPA ...

by Ary Rosenbaum, That 401(k) Guy

The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and social mutual f...

by Ary Rosenbaum, That 401(k) Guy

ERISA litigators are always at the cutting edge

While every large 401(k) plan is a target for a class-action lawsuit over costs, I believe the years...

by Ary Rosenbaum, That 401(k) Guy

The threat of cyber theft from 401(k) accounts is real

The Matt Hutcheson and Jeff Richies of the world that steals from 401(k) plans where they are the fi...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference to go full virtual in 2021

The 401(k) National Conference was a great event, except for the fact that the pandemic was upon us ...

by Ary Rosenbaum, That 401(k) Guy