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Ary Rosenbaum, That 401(k) Guy

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

Temporary Relief for Spousal Consent and Notary

The Internal Revenue Service (IRS) is providing temporary relief from the physical presence requirem...

virtual 4

That 401(k) Virtual Conference 4 is on Friday, July 10th

While many of us are working in the office, many are not, and almost all of us aren’t going to tra...

social media posts

Business suicide by social media post is a thing

We live through troubling times and when we live through troubling times, people act very strangely ...

private equity

The private equity investment deal

On June 3, 2020, the Department of Labor (DOL) issued guidance stating its view that plan sponsors o...

the answer

Business suicide by social media post is a thing

We live through troubling times and when we live through troubling times, people act very strangely ...

grow

They may not like answer, but it is, what it is

When it comes to my law practice, I have an open phone call policy. I entertain phone calls from fin...

advisors

There is always room to grow

Years ago, a lot of financial advisors weren’t aware of their role as a retirement plan advisor wh...

copout

Saying it’s always been done that way is a cop out

My experience at law school could probably be summed up by one event. For first-year law students, t...

it-doesnt-look-right-4

It just doesn’t look right

I am always against conflict of interest, going back to the day pre-fee disclosure when producing th...

promises

Make sure you get what’s promised

People can promise you the moon, but they may deliver far less. That is why despite the promises mad...