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Ary Rosenbaum, That 401(k) Guy

491 posts
All posts by Ary Rosenbaum, That 401(k) Guy
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The Bonus Problem

When I first started as an ERISA attorney, I worked for a kind man named Harvey Berman in 1998, work...

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Marketing is sometimes, just marketing

inspire to drink beer, but the advertisements were comedy gems from Rodney Dangerfield, Billy Martin...

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Pooled Plan Provider Registration Rule Proposed

The Department of Labor (DOL) proposed a rule that set the registration requirements for a  pooled ...

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Networking event at CitiFIeld, save the date

COVID got in the middle of a lot of things including a networking event that I never got to advertis...

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DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors to attach o...

clerks

Dealing with clients isn’t one size fits all

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...

ESG

ESG reminds me of Target Date funds, for a reason

Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the Department ...

PEP c omics

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...

email

Give them the e-mail addresses

Your third-party administrator (TPA) might be asking for the work email addresses and you’re wonde...

national conference

Not going to travel for awhile

I planned on a Las Vegas conference for December, way back in May. I don’t think I was ahead of my...