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Ary Rosenbaum, That 401(k) Guy

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Ascensus gobbles up Newport

In another consolidation for the retirement plan business, Ascensus, a recordkeeping services provi...

by Ary Rosenbaum, That 401(k) Guy

Give them the tools to succeed

I had two friends running for political office this November and they were great guys. The problem ...

by Ary Rosenbaum, That 401(k) Guy

You need to be clear

In communications with other plan providers, clients, and potential clients, you have to be clear. ...

by Ary Rosenbaum, That 401(k) Guy

Your big mouth opens doors and it closes them too

I did a podcast interview with Josh Itzoe, who is a terrific fiduciary and his Fiduciary U Broadcas...

by Ary Rosenbaum, That 401(k) Guy

Never steal plan assets

I’ve seen plan sponsors do it, I’ve seen employees do it, and I’ve seen plan providers do it....

by Ary Rosenbaum, That 401(k) Guy

This case will be the mother of all battles

With so many fee litigation cases over the last few years, I was concerned that the Federal court w...

by Ary Rosenbaum, That 401(k) Guy

Walgreens settles for almost $14 million

Walgreens has settled a class-action lawsuit after agreeing to pay $13.75 million into a settlement...

by Ary Rosenbaum, That 401(k) Guy

Context is king

I had a great time on Joshua Itzoe’s podcast and one point, he brought up was that I was a propon...

by Ary Rosenbaum, That 401(k) Guy

PEPs are already niche, do we need niche PEPs?

Pooled Employer Plans (PEPs) are in my mind, a nice product. For most of the time, it’s not the r...

by Ary Rosenbaum, That 401(k) Guy

Another spot for PEPs? Solo 401(k) plans

You get what you pay for and I think a lot of sole proprietors get that with a free solo 401(k) off...

by Ary Rosenbaum, That 401(k) Guy