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Ary Rosenbaum, That 401(k) Guy

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

The Retirement Plan Dentist

About 20 or so years ago, there was a medical report that dental plaque could cause heart disease. T...

foxconf

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of the New Engl...

theory

The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side of organiz...

checkplandoc

Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I lea...

alwaysdis

They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for the months,...

jdi

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...

we

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from...

memories

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because I...

tra2

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced the acquis...

charts

A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciary issues, ...