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Ary Rosenbaum, That 401(k) Guy

154 posts
All posts by Ary Rosenbaum, That 401(k) Guy
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Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be passed by ...

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Investment education is about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...

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Ary’s Pick’em

When it comes to entertainment, there are some choices to make on what was better, so this is my two...

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Cheers: one of the greatest shows ever

With my own practice, I do have little time to watch anything. It’s usually some wrestling, baseba...

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The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in the last c...

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The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes to retireme...

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DOL sets up new fiduciary rule for December

The Department of Labor (DOL) will propose a new fiduciary rule in December, which will set off anot...

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Cut through the fiduciary advertising and make sure you get what you were promised

Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So ...

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Keep track of former participants

When employees terminate, I feel they will immediately take a distribution from their 401(k) plan or...

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A majority of plan have automatic enrollment, but some work to do

  A majority of 401(k) plans supposedly have an automatic enrollment feature. This is what I re...