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Ary Rosenbaum, That 401(k) Guy

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

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have failed to do...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

by Ary Rosenbaum, That 401(k) Guy

$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will always be E...

by Ary Rosenbaum, That 401(k) Guy

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

by Ary Rosenbaum, That 401(k) Guy

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. It’s like...

by Ary Rosenbaum, That 401(k) Guy

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the Supreme C...

by Ary Rosenbaum, That 401(k) Guy

The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer plan (MEP) ...

by Ary Rosenbaum, That 401(k) Guy

The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confident that yo...

by Ary Rosenbaum, That 401(k) Guy

XFL 2.0: A Chance at redemption

Very few times in history after a huge disaster, do you get a second chance at making it right. Ther...

by Ary Rosenbaum, That 401(k) Guy

That late 5500 will cost you more under the SECURE Act

One of the provisions of the SECURE Act increased the Internal Revenue Service’s (IRS’) penaltie...

by Ary Rosenbaum, That 401(k) Guy