Ary Rosenbaum, That 401(k) Guy

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

That 401(k) Conference will be in the Twin Cities

That 401(k) Conference will emanate from the Twin Cities in 2020 as it will be held at Target Field ...


Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more, ...


Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable provider, Op...


Get the best person for the job, period.

I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal with the unde...


The thing about stealing plan assets

I have been an ERISA attorney for 21 years now and the biggest thing that amazes me is when a fiduci...


Let’s be honest about teachers and their 403(b) plans

Non-ERISA 403(b) plans are the last stand for poorly run, highly expensive retirement plans. It is s...


Goldman Sachs sued for using proprietary funds in their 401(k) plan

Goldman Sachs has been sued for the alleged “unlawful” management of its company 401(k) ...


Warren gets assailed by ARA for 401(k) tax

As far as an industry watchdog group, let’s just say that the American Retirement Association (ARA...


2020 Limits Announced

I As I’m sure you heard, the Internal Revenue Service released their 2020 Cost of Limit Adjustment...


Be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. T...