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Ary Rosenbaum, That 401(k) Guy

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

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 ...

Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering firm that...

Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I ...

$20.21, I’m not providing lunch or dinner

A good friend in the financial industry asked on Twitter for some thoughts that an in-person live co...

It’s not 95%

Obi-Wan Kenobi once said that only Siths deal in absolutes. Having an ERISA expert saying publicly t...