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Ary Rosenbaum, That 401(k) Guy

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

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

Don’t abuse it if it’s free

I thought that the best way to develop relationships with plan providers around the country and get ...

Some concerns that exist over 3(38)

One of the best developments in the retirement plan business over the last ten years is the prolifer...

Just because it’s popular, doesn’t mean it’s good

McDonald’s is the most popular hamburger fast food place in the country, but is it better than In-...

As an advisor, it’s not just about fees and fiduciary duty

I know of a financial advisor for a very long time, so long that he was focusing on fees, good fiduc...

One of the biggest problems is unmet expectations

I have a lot of opinions and I’m not afraid to express them. One of the things that get me upset w...

The problem with WrestleMania

WrestleMania 35 will be next weekend at Met Life Stadium in East Rutherford, New Jersey. Since 1985,...

Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies to appear o...

Klesko the guest in Atlanta

For That 401(k) Conference in Atlanta on April 12th, Bob Horner is a late scratch as our guest. He...