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Ary Rosenbaum, That 401(k) Guy

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

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...

Goodbye Oakland

One of the mistakes I made of late with That 401(k) Conference was trying to schedule the event in ...

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they are just s...

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...

Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousal consent ...

Two defendants dropped from American Airlines ESG case

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropped the cas...

Almost 75% of plan participants want advice

73% of 401(k) savers would like personalized investment advice for their retirement savings, accord...

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

Platinum launches first 403(b) PEP

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launch...