Ary Rosenbaum, That 401(k) Guy

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

DOL issues new ESG rule

The Department of Labor (DOL) announced a final rule for fiduciaries of private-sector retirement pl...

DOL office

DOL has a banner year in 2020 with investigations

The Department of Labor’s Employee Benefits Security Administration (EBSA) had a banner year in fi...


Nothing strange about White Sox hiring Tony La Russa

  If you were a contending team, would it be crazy to hire the greatest manager of the last 40 ...


Don’t be fooled by euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how toilet paper...

401k solo

Making a PEP out of Solo 401(k) plans?

People with solo 401(k) plans and other smaller plans tend to get very little services. Most don’t...


DOL thinks Cyber Security is a big deal, so should you

  The Department of Labor (DOL) is interested in the concerns about cybersecurity, so expect so...


Expect more micro plan solutions

  With the implementation of rules that will finally allow Pooled Employer Plans (PEPs), expect...

IRS build

IRS announce 2021 Retirement Plan Limits

It is that time of the year, again. The Internal Revenue Service  has announced inflation-adjusted ...

stick wheels

Don’t let other providers become the stick in the wheels of progress

  I had a friend of mine in college who was involved in student politics like I was and he once...


Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by their clients....