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Ary Rosenbaum, That 401(k) Guy

193 posts
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All posts by Ary Rosenbaum, That 401(k) Guy
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DOL probing Fidelity

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

by Ary Rosenbaum, That 401(k) Guy

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ConAgra lawsuit shows problems with being a fiduciary

A former participant of ConAgra’s 401(k) plan filed a lawsuit against the company, alleging they f...

by Ary Rosenbaum, That 401(k) Guy

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Fidelity lawsuit and the ERISA litigators will always be watching

Fidelity is being sued again, this time regarding payments made by mutual funds to the Fidelity Fund...

by Ary Rosenbaum, That 401(k) Guy

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That 401(k) Conference hit LA

On February 22nd, Dodger Stadium was the venue for the 4th edition of That 401(k) Conference and the...

by Ary Rosenbaum, That 401(k) Guy

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More issues with hardship distributions

Now that hardship rules are changing in 2019 with the elimination of the six-month deferral suspensi...

by Ary Rosenbaum, That 401(k) Guy

In God We Trust

Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at your house or...

by Ary Rosenbaum, That 401(k) Guy

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The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the ret...

by Ary Rosenbaum, That 401(k) Guy

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What Were They Thinking #60 Gerber Singles: Baby Food for Adults

When you have two toddlers that are born within 15 months as I did, you spend a lot of time in the s...

by Ary Rosenbaum, That 401(k) Guy

bond

Get that bond

It’s an easy requirement that many plan sponsors think they’ve accomplished, but they haven’t ...

by Ary Rosenbaum, That 401(k) Guy

pats

The Belichick story

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giant...

by Ary Rosenbaum, That 401(k) Guy