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Ary Rosenbaum, That 401(k) Guy

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

It never goes to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and...

Kiss your past goodbye

I was a volunteer and officer for an organization where I stated that the leadership (not including...

Advertising won’t fix that

Over the years, I worked with many organizations starting back with student political organizations...

Review those hardship requests

It’s easier to steal when no one is looking. In Ohio, a former plan participant is facing crim...

We’re all shaped by our experiences, but we need to overcome

I’m terrible with compliments. It’s probably because as a kid, I didn’t get many and I was al...

DOL issues caution on private equity investments

The Department of Labor (DOL) has cautioned plan fiduciaries about private equity investments as co...

Get those amendments for 2022

In addition to that restatement for Cycle 3 that must be completed for most defined contribution pl...

Stable value study shows the obvious about volatility

David Letterman once had a joke about those USA Today graphs where he claimed they had a graph that...

Roth will gain more fans

The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be entitlements...

Great Resignation brings up a wide variety of issues

If your firm has been touched by the great resignations of 2022, you may have some issues to consid...