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Ary Rosenbaum, That 401(k) Guy

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

The problem with mini-fiefdoms

The Brady Bunch was probably everyone’s vision of what a perfect family was. There two sets of a p...

Don’t Nickel and Dime Plan Providers

I sell some stuff on eBay. I’m selling collectibles I no longer want for collectibles I do want (v...

Make Sure It’s Not Just A Gimmick

A few years back, a good friend of mine who is an ERISA §3(38) fiduciary won a case from a disgrunt...

Credentials and Awards may mean nothing

A Long Island business newspaper once named my old law firm’s administrator as its Chief Financial...

Bigger is not better for your competition

Bigger is not better. At least I think so since I come from the school of less is more.   While...

They will remember

I always have the belief that I try to treat people the way that I wanted to be treated. However, wh...

You don’t need the headache of former employees

A family member just went through the process of locating retirement plan accounts at two different ...

Don’t hire relatives as plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

May be time to look at that TPA

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Contribution (...

RFP process can’t be a sham

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...