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Ary Rosenbaum, That 401(k) Guy

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Your Referrals Shouldn’t Be For Sale

My word is my bond; at least I try to make it that way. My opinions on which providers are good for ...

by Ary Rosenbaum, That 401(k) Guy

One Mutual Fund Lineup isn’t a good idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes. In the re...

by Ary Rosenbaum, That 401(k) Guy

Doc Gooden to appear at That 401(k) National Virtual Conference

The very first guest at the very first That 401(k) Conference (June 2018 at CitiField) is back, Dwig...

by Ary Rosenbaum, That 401(k) Guy

Mutual of Omaha settles lawsuit

Mutual of Omaha Insurance Co. and its subsidiary United of Omaha has agreed to settle Mutual of Omah...

by Ary Rosenbaum, That 401(k) Guy

Too much choice isn’t a good thing

In life, giving people a wide variety of choices is a good thing. However, when it comes to daily va...

by Ary Rosenbaum, That 401(k) Guy

Proprietary fund plan sponsor problems

I always say that I come up with many ideas, but most of them are bad. Seriously, there are so many ...

by Ary Rosenbaum, That 401(k) Guy

It’s not 1980 anymore

I was a volunteer and officer for an organization where I stated that the leadership (not including ...

by Ary Rosenbaum, That 401(k) Guy

The problem with TPAs

Third-party administrators (TPAs) are the most important plan provider that a 401(k) plan has and th...

by Ary Rosenbaum, That 401(k) Guy

The Partial Termination headache

With COVID and massive layoffs, we certainly have a partial termination problem to consider. If an e...

by Ary Rosenbaum, That 401(k) Guy

Pentegra MEP sued

If you become big enough, you can get sued. That is the lesson I tell everyone when someone mentions...

by Ary Rosenbaum, That 401(k) Guy