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Ary Rosenbaum, That 401(k) Guy

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

Roll them out

Having employees can get a bit messy. I know that from experience, having left a position or two tha...

Courts these days want to see something more

The 9th Circuit upheld the dismissal of a complaint by participants in the Walt Disney Co. 401(k) p...

National Convention in 2020?

That 401(k) Conference started in 2018 with the goal of starting regional conferences with the goal ...

Captain Marvel and the ‘90s and 401(k) plans

Captain Marvel was an enjoyable movie, especially with the scenes dealing with the premise of it bei...

A plan sponsor shouldn’t pay more than they need to

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state of the...

The theater of the absurd

Chutzpah is nerve, shameless audacity. The best example of chutzpah is someone who kills their paren...

The problem with shelf space payments

“You like potato and I like potahto You like tomato and I like tomahto Potato, potahto, tomato, to...

Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thing you need...

Don’t trust again after getting burned once

When it comes to business and generally people, I treat people the way I’d want to be treated and ...

DOL probing Fidelity

According to an article in the Wall Street Journal, the Department of Labor (DOL), is looking at an ...