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Ary Rosenbaum, That 401(k) Guy

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

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure the call ...

by Ary Rosenbaum, That 401(k) Guy

United sues advisory firm for SBDA loan scheme

United Airlines has filed a lawsuit over an alleged scheme with an advisory firm and a scheme to ge...

by Ary Rosenbaum, That 401(k) Guy

The Rollover problem

When a friend or family member asks for advice upon leaving a job, I always tell them to rollover t...

by Ary Rosenbaum, That 401(k) Guy

Confirm what the auditor says

If you have a retirement plan with more than 100 participants with account balances, you probably h...

by Ary Rosenbaum, That 401(k) Guy

In the end, it’s on you

One of the thankless parts of my job is dealing with plan sponsors with large issues and no sense o...

by Ary Rosenbaum, That 401(k) Guy

Best interest should cover IRAs

I always believed that former employees were better off rolling out their 401(k) money into a rollo...

by Ary Rosenbaum, That 401(k) Guy

The new rule and timing

Timing is everything and a new proposed fiduciary rule has bad timing. While I support changes to t...

by Ary Rosenbaum, That 401(k) Guy

A Federal plan is no threat to private 401(k) plans

I understand why people in the industry would have issues with the proposed legislation, known as â...

by Ary Rosenbaum, That 401(k) Guy

The forfeiture provision

Again, litigators are trying to create class action lawsuits against large plans. This time, I thin...

by Ary Rosenbaum, That 401(k) Guy

PTE Procedures may get a revamp

Final regulations updating the the rules governing the filing and processing of applications for ad...

by Ary Rosenbaum, That 401(k) Guy