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Ary Rosenbaum, That 401(k) Guy

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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...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

Credentials and Awards may mean nothing

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

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

They will remember

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

by Ary Rosenbaum, That 401(k) Guy

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 ...

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

May be time to look at that TPA

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

by Ary Rosenbaum, That 401(k) Guy

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...

by Ary Rosenbaum, That 401(k) Guy

Fix those late 5500 errors

With July 31st passing (the deadline for Form 5500 without an extension), it’s a great way to pond...

by Ary Rosenbaum, That 401(k) Guy