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Ary Rosenbaum, That 401(k) Guy

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TIAA gets in trouble over rollovers

The U.S. Securities and Exchange Commission (SEC) announced that TIAA-CREF Individual & Institut...

by Ary Rosenbaum, That 401(k) Guy

Trading with 401(k) accounts is very low

With a cautious stock market still reeling from COVID, it should come as no shock that trading withi...

by Ary Rosenbaum, That 401(k) Guy

Beware of 401(k) articles with tax advice, speak to a pro

It sounds so great on paper because you read an article. An advisor clued me into an about a Mega Ba...

by Ary Rosenbaum, That 401(k) Guy

The problem with Target Date funds are the investors that use them

A target-date fund (TDF) could be an attractive investment alternative for a participant that can’...

by Ary Rosenbaum, That 401(k) Guy

Minneapolis That 401(k)( Conference Guest is Tony Oliva

The special guest for our Minneapolis event That 401(k) Conference on Friday, September 24th, is Twi...

by Ary Rosenbaum, That 401(k) Guy

Participants with loans dips

Outstanding loan rates for 401(k) participants is an interesting thing to look at, it may be a sense...

by Ary Rosenbaum, That 401(k) Guy

Don’t be that guy at a networking event

With a networking event planned, I thought it would be a good time to get back into some of the loca...

by Ary Rosenbaum, That 401(k) Guy

HBO Max didn’t do a solid with theater owners or movie creators

Thanks to COVID, the movie business has been dying and especially the theater chains like AMC and Re...

by Ary Rosenbaum, That 401(k) Guy

The Mad Hungarian is the guest for That 401(k) Conference in St. Louis

That 401(k) Conference returns live in St. Louis on Busch Stadium on Friday, September 10th. Our gue...

by Ary Rosenbaum, That 401(k) Guy

State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement plans seems ...

by Ary Rosenbaum, That 401(k) Guy