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Ary Rosenbaum, That 401(k) Guy

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It takes effort to be mean

As I mentioned elsewhere, I took my daughter on a day trip to FanExpo Boston to meet her favorite a...

by Ary Rosenbaum, That 401(k) Guy

Some participants have no idea they’re not deferring

According to a survey by Principal, 59% of employees who are not contributing to their 401k or othe...

by Ary Rosenbaum, That 401(k) Guy

A committee is all about managing personalities

I have seen so much organization dysfunction in my life and it probably dates back to some of the o...

by Ary Rosenbaum, That 401(k) Guy

A committee is all about the better good

I worked at a law firm that supplied dinner if you stayed later. It was cool until you realized the...

by Ary Rosenbaum, That 401(k) Guy

Don’t be weird about invites

I’ve been running my events, That 401(k) Conference, since 2018. It’s been fun and there are ti...

by Ary Rosenbaum, That 401(k) Guy

Does cold calling work?

When I started my practice in 2010, the idea was that my content would create referral sources from...

by Ary Rosenbaum, That 401(k) Guy

Qualcomm fails to get forfeiture case tossed

A federal judge in San Diego rejected Qualcomm Inc.’s motion to dismiss a lawsuit by a 401(k) pla...

by Ary Rosenbaum, That 401(k) Guy

Yankee Stadium That 401(k) Conference is a hit

With thanks to our sponsors and attendees, we ended the 2024 live editions of That 401(k) Conferenc...

by Ary Rosenbaum, That 401(k) Guy

TIAA needs to litigate cross-selling lawsuit

A lawsuit against TIAA’s cross-selling a managed account service will proceed after their motion ...

by Ary Rosenbaum, That 401(k) Guy

Vestwell announces Chase deal

Vestwell announced the expanded distribution of J.P. Morgan Asset Management’s Everyday 401(k), a...

by Ary Rosenbaum, That 401(k) Guy