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Ary Rosenbaum, That 401(k) Guy

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

It Might Be You

Before starting my law firm, I had made many different employer changes over the years to the point ...

Sometimes, you have to quit

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your parent...

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing businesses ...

I’ve seen how this story played out

As everyone is gearing for the January 1, 2021 implementation of pooled employer plans (PEPs), I kee...

Senators propose COVID related catch-up

Several Republican senators have introduced legislation that would allow plan participants who are u...

Check the provider’s credentials

After Hurricane Sandy decimated my house with five feet of water downstairs, I needed to replace our...

Being aggressive could be a bad idea

Many years ago, I was contacted by a bank that had an issue. For 20 years, they didn’t include bon...

The problem with flat fee billing

When I was a law firm associate, my most painful part was filling out my timesheet. Trying to fill i...

Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement plan industr...

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing businesses ...