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Ary Rosenbaum, That 401(k) Guy

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

Retirement Plan Roundtable returns June 15th at 4pm EST

Please join us for another edition of the Retirement Plan Roundtable for Thursday, June 15th, at 4p...

Auto Escalation doesn’t negatively impact participation

A new study suggests that plan sponsors can increase the rate of automatic enrollment in 401(k) pla...

Pick an expert who knows what they’re talking about

In Huang v. TriNet HR III, Inc., the District Court for the Middle District of Flori...

One bid isn’t enough

As the time owning my house is coming to an end, my wife and I are embarking on one last project: r...

Vestwell partners to help advisors

Vestwell announced new industry partnerships and integrations to help advisors....

Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The new research...

Minnesota to add retirement program

Minnesota is slated to become the next to adopt a measure creating a state-run retir...

New RIA firm launched to evaluate 401(k) annuity options

I always say a retirement plan provider needs to find its niche to stand out in the retirement plan...

Watch out for the advice given by your employees

I have a client who is a third-party administrator and it appears that a former employee put them i...

3(38) field is growing, as it should

When I first heard about ERISA §3(38) fiduciaries, I was a lowly law firm associate and I saw that...