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Ary Rosenbaum, That 401(k) Guy

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Hub launches new PEP

Hub Retirement and Private Wealth, a division of Hub International Ltd., announced the launch of HU...

by Ary Rosenbaum, That 401(k) Guy

IRS should clarify the merged MEP/PEP automatic enrollment rule

The rules are the rules and I believe that rules should be consistent and rational. The Internal Re...

by Ary Rosenbaum, That 401(k) Guy

2023 Account Balances were up

Bank of America’s research found that 401(k) account balances rose 15% to an average of $86,280 i...

by Ary Rosenbaum, That 401(k) Guy

DOL gets TRO against TPA

The Department of Labor was issued an emergency temporary restraining order (TRO) by the U.S. Distr...

by Ary Rosenbaum, That 401(k) Guy

4 large plans add matching benefit for student loans

According to PlanSponsor, LVMH, News Corp., Sephora and Walt Disney Co. are among the large employe...

by Ary Rosenbaum, That 401(k) Guy

Bitcoin ETFs in 401(k) plans is a matter of when

As I write this, the greatest investment I’ve ever owned, Bitcoin is over $65,000 a coin. Until t...

by Ary Rosenbaum, That 401(k) Guy

Revised DOL VFCP program to be announced soon

The Department of Labor (DOL) should be finalizing its proposed update to the Voluntary Fiduciary C...

by Ary Rosenbaum, That 401(k) Guy

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they...

by Ary Rosenbaum, That 401(k) Guy

Buying a business? What is with the 401(k) plan?

If you own a business, expanding by buying a competitor goes a long way. Mergers and acquisitions a...

by Ary Rosenbaum, That 401(k) Guy

Fiduciary Liability Insurance is really worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surpri...

by Ary Rosenbaum, That 401(k) Guy