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Ary Rosenbaum, That 401(k) Guy

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

That 401(k) Conference to hit Vegas in December

While we wait for guidance to reschedule That 401(k) Conference in Houston (April 17th) and St. Loui...

by Ary Rosenbaum, That 401(k) Guy

It doesn’t go to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and ...

by Ary Rosenbaum, That 401(k) Guy

The One Cost Of The Long Time Part Time Inclusion

The biggest change with the SECURE Act is that long term part-time employees will be eligible to par...

by Ary Rosenbaum, That 401(k) Guy

Aon and Willis Towers Watson to merge

As I’ve said, plan provider mergers will continue and have sped up ever since fee disclosure regul...

by Ary Rosenbaum, That 401(k) Guy

The new normal

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died of it at ag...

by Ary Rosenbaum, That 401(k) Guy

CenturyLink wins its 401(k) class action lawsuit

CenturyLink successfully defended the class-action lawsuit filed against them.   A federal judg...

by Ary Rosenbaum, That 401(k) Guy

Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also, Invesco a...

by Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) p...

by Ary Rosenbaum, That 401(k) Guy

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have failed to do...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

by Ary Rosenbaum, That 401(k) Guy