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Ary Rosenbaum, That 401(k) Guy

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

Olin wins ERISA case

Olin Corp has won their ERISA case brought against them in the U.S. District Court for the Eastern ...

It can never be one-size fits all

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

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few times in tha...

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, an advisor ...

The term fee

Signing up with a third-party administrator (TPA) is like getting married, you come in with the bes...

The thing about Lisa Gomez

When I left a semi-prestigious law firm about 12 years ago, I swore that I was going to start my ow...

IRS launches pre-Audit pilot program

Our tax system is based on voluntary compliance and retirement plan audits conducted by the Interna...

One Digital buys another practice

OneDigital Investment Advisors has announced another purchase. OneDigital has acquired TimeScale...

HUB buys an Indiana firm

HUB International Limited (Hub) said that it has acquired the assets of CSi Advisory Serv...

Gomez nomination fails, for now

The Senate rejected President Joe Biden’s nominee for an assistant secretary post for the Dep...