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Ary Rosenbaum, That 401(k) Guy

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Focus on what the competition isn’t

When I started my law practice, I started to look at what the competition was doing and I decided to...

by Ary Rosenbaum, That 401(k) Guy

E-Disclosure is the way to go

There are quite a few people who will say that the Department of Labor (DOL) didn’t go far enough ...

by Ary Rosenbaum, That 401(k) Guy

Keep it simple stupid

As they once said in This is Spinal Tap, there is a fine line between stupid and clever. I can assur...

by Ary Rosenbaum, That 401(k) Guy

The question of providing information

ERISA requires disclosure of certain plan documents to participants including a summary plan descrip...

by Ary Rosenbaum, That 401(k) Guy

What’s on tap for That 401(k) National Conference

As we get closer to 2020, some of the further details about That 401(k) National Conference will be ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Big D for Final 2019 event

That 401(k) Conference had its final 2019 event at the home of the Dallas Cowboys at AT&T Stadiu...

by Ary Rosenbaum, That 401(k) Guy

Investment education is all about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

by Ary Rosenbaum, That 401(k) Guy

The multiple loan problem

As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k) plan has s...

by Ary Rosenbaum, That 401(k) Guy

Get those contracts reviewed

One of the biggest problems for my clients after they hire me is that they realize that they never b...

by Ary Rosenbaum, That 401(k) Guy

Make Sure The Census Information is Correct

I use the expression “garbage in, garbage out” if an end of year census report is done incorrect...

by Ary Rosenbaum, That 401(k) Guy