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Ary Rosenbaum, That 401(k) Guy

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

Some people just want it for free

I use Twitter for both business and pleasure. It’s a great way to promote all my businesses and I ...

by Ary Rosenbaum, That 401(k) Guy

One Fund Family Lineups is a bad 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

Beware of that bribe

I have been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo....

by Ary Rosenbaum, That 401(k) Guy

Fiduciary liability insurance is worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surpris...

by Ary Rosenbaum, That 401(k) Guy

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan sponsors ca...

by Ary Rosenbaum, That 401(k) Guy

Advisors need to “get” plan design

In sports and in business, you’re only as good as the team that you are on. I have been on some go...

by Ary Rosenbaum, That 401(k) Guy

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan sponsors c...

by Ary Rosenbaum, That 401(k) Guy

Pay on that bonus

Bonuses are something I don’t know much about since the only bonus I got was $300 three months aft...

by Ary Rosenbaum, That 401(k) Guy

Hire an advisor when you get an employee

I’m still amazed when I find participant-directed 401(k) plans without a financial advisor. While ...

by Ary Rosenbaum, That 401(k) Guy

Introducing That 401(k) University

You don’t have time, I get it.   So I will be developing a YouTube series of 8–10-minute vi...

by Ary Rosenbaum, That 401(k) Guy