Ary Rosenbaum, That 401(k) Guy

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

The one article I won’t write

I write a ton of articles as you may know and I will have advisors contacting me and suggesting some...


You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a very long tim...


Just another TPA error

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...


There is a difference in my job

There are two major differences that I see in being an attorney when I worked for 9 years. for a thi...


The Retirement Plan Dentist

About 20 or so years ago, there was a medical report that dental plaque could cause heart disease. T...


That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of the New Engl...


The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side of organiz...


Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I lea...


They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for the months,...


Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...