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Ary Rosenbaum, That 401(k) Guy

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

Some random thoughts on the retirement plan business

Cost is an overused consideration for picking plan providers, value and quality are underused. Targ...

Proposal for tax fee plan withdrawals for LTC premiums

I’m not a fan of reporting legislation, but this piqued my interest. Sen. Pat Toomey (R-PA), a mem...

Schwab to buy TD Ameritrade

Charles Schwab, the largest publicly traded discount brokerage firm and of the largest custodian of ...

Houston, we have a Conference

With a Dallas event at AT&T Stadium in Arlington for December 13th, we will be back in Texas in ...

Amazon taps Fidelity for its 401(k)

Amazon is a mover and shaker in e-commerce and they have a pretty large 401(k) plan now. As of the e...

Signs of an unhealthy plan

When it comes to your health, there are certain symptoms you should look out for that could be a har...

Make sure RMDs are made

In the past 35 years, it changed on who had to take out a required minimum distribution (RMD) from a...

New study suggests more funds on a lineup

Studies previously showed that participation rates in a 401(k) plan are negatively impacted when the...

TDF Analysis Is Par For The Course

As part of an analysis, Fidelity Investments compared average asset allocations of participants to a...

Prudential is latest proprietary fund defendant

One of my favorite sayings is that you should never make yourself a target, but when you are a mutua...