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Ary Rosenbaum, That 401(k) Guy

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

Speak up, kid, because no one else will

I was a timid kid, growing up. I’d say it was because my mother was a narcissist and my father wa...

Indiana Jones and the Missing Audience

I saw Raiders of the Lost Ark in 1981 in the movie theaters, when I was 9, in the days that I didnâ...

CBIZ buys TPA

CBIZ, Inc. announced that it has acquired American Pension Advisors, Ltd. American Pension Advis...

Survey shows advisors avoid rollovers

A new finding from Pontera shows that financial advisors prefer 401(k)s over individual retirement ...

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for college, it seem...

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares and securit...

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was back in sch...

BOA shows gender gap

Bank of America released its 2023 Financial Life Benefits Impact Report. The study showed that t...

Yale wins 403(b) lawsuit

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. The suit...

How to make sure the enrollment meetings aren’t like funerals

When it comes to oral or written communications, it’s important that you play to your audience. A...