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Ary Rosenbaum, That 401(k) Guy

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

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to be posted ...

vanderbilt

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...

6AAA4EDC-5C55-4FC6-A670-9E64C8687D75

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

76D0B9A0-B060-4C2B-ADC0-0F8ECEED428B

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

EE06C2F2-7CF3-43D0-9C37-ACC91C5DC5EE

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

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That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a Mitchell and Ness sports jersey to meetings an...

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If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as a plan pro...

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Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and 1980s aren...

kosher

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...

latedef

The self-correcting problem of late deferrals

When the 5500s are due and audits have to be completed, there is always an issue regarding late defe...