Ary Rosenbaum, That 401(k) Guy

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

Facebook and the need for validation

I’m on Facebook and I post more than I should. Yet, I try to avoid posting in the local community ...


The problem of a recordkeeping asset-based fee

A long time in a galaxy, far far away (the time before fee disclosure regulations), I talked to the ...


Trader Joe’s sued over their 401(k)

Two former employees of Trader Joe’s have sued the company alleging breaches of fiduciary duty...


RMD change points to a new normal

The required minimum distribution rule for both qualified plans and individual retirement accounts i...


M&T Settlement shows the problem of using proprietary funds

Plan sponsors with their proprietary funds have a unique problem. Using proprietary funds will lead ...


Dealing with Millennials has been a struggle so far

I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of the 1970s,...


You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about the site ins...


The biggest SECURE Act Change IMHO

The biggest change under SECURE Act is the treatment of long-time, part-time employees under your 40...


I hate most Star Wars fans

My parents didn’t take me to many movies as a kid (for one reason or another), but they did make u...


What Plan Sponsors Need To Know About The SECURE Act

I once had a law school professor who joked that we change the bankruptcy laws to give business to b...