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Ary Rosenbaum, That 401(k) Guy

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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 ...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

3505853D-597E-4EE2-BBDE-2822545ED33E

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...

by Ary Rosenbaum, That 401(k) Guy

0E1A5F28-F984-4567-B6A7-53D5194171A8

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...

by Ary Rosenbaum, That 401(k) Guy

35A7299E-52D2-4527-9002-80409F684C00

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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy