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Ary Rosenbaum, That 401(k) Guy

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

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

by Ary Rosenbaum, That 401(k) Guy

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

by Ary Rosenbaum, That 401(k) Guy

That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a Mitchell and Ness sports jersey to meetings an...

by Ary Rosenbaum, That 401(k) Guy

If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pro...

by Ary Rosenbaum, That 401(k) Guy

Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...

by Ary Rosenbaum, That 401(k) Guy

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...

by Ary Rosenbaum, That 401(k) Guy

The self-correcting problem of late deferrals

When the 5500s are due and audits have to be completed, there is always an issue regarding late defe...

by Ary Rosenbaum, That 401(k) Guy

It’s better than nothing

Small employers have a tough time affording 401(k) plans, that’s a fact. 401(k) plans aren’t che...

by Ary Rosenbaum, That 401(k) Guy

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

by Ary Rosenbaum, That 401(k) Guy