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Ary Rosenbaum, That 401(k) Guy

335 posts
All posts by Ary Rosenbaum, That 401(k) Guy
fidelity-investments

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

averages book

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. It’s like...

intel

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the Supreme C...

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The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer plan (MEP) ...

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The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confident that yo...

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XFL 2.0: A Chance at redemption

Very few times in history after a huge disaster, do you get a second chance at making it right. Ther...

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That late 5500 will cost you more under the SECURE Act

One of the provisions of the SECURE Act increased the Internal Revenue Service’s (IRS’) penaltie...

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Fidelity fends off one FundsNetwork claim

Fidelity has been under fire for its FundsNetwork 401(k) offering. The FundsNetwork is where various...

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The SECURE Act, Yada, Yada, Yada

On March 10th at Walt Disney World Swan, I will be presenting “The SECURE Act: Yada, Yada, Yada....

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Bank of America will start to cross-sell

Cross-selling is something I have always heard talked about, but not a lot of doing. Whether it’s ...