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Ary Rosenbaum, That 401(k) Guy

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

2023 Account Balances were up

Bank of America’s research found that 401(k) account balances rose 15% to an average of $86,280 i...

DOL gets TRO against TPA

The Department of Labor was issued an emergency temporary restraining order (TRO) by the U.S. Distr...

4 large plans add matching benefit for student loans

According to PlanSponsor, LVMH, News Corp., Sephora and Walt Disney Co. are among the large employe...

Bitcoin ETFs in 401(k) plans is a matter of when

As I write this, the greatest investment I’ve ever owned, Bitcoin is over $65,000 a coin. Until t...

Revised DOL VFCP program to be announced soon

The Department of Labor (DOL) should be finalizing its proposed update to the Voluntary Fiduciary C...

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they...

Buying a business? What is with the 401(k) plan?

If you own a business, expanding by buying a competitor goes a long way. Mergers and acquisitions a...

Fiduciary Liability Insurance is really worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surpri...

The audit isn’t as random as you think

A small plan received an audit inquiry from the Internal Revenue Service (IRS). Upon further review...

It’s a tremendous savings gap

They say a participant needs about $1.8 million for retirement savings, to live comfortably. The...