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Ary Rosenbaum, That 401(k) Guy

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

HBO Max didn’t do a solid with theater owners or movie creators

Thanks to COVID, the movie business has been dying and especially the theater chains like AMC and Re...

by Ary Rosenbaum, That 401(k) Guy

The Mad Hungarian is the guest for That 401(k) Conference in St. Louis

That 401(k) Conference returns live in St. Louis on Busch Stadium on Friday, September 10th. Our gue...

by Ary Rosenbaum, That 401(k) Guy

State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement plans seems ...

by Ary Rosenbaum, That 401(k) Guy

Despite what the survey says, let them roll

I was an employee once and that’s why I don’t have employees. If I did have employees and they l...

by Ary Rosenbaum, That 401(k) Guy

Milk Carton Advisors are still a thing

When you hire a financial advisor for your plan, they typically are paid quarterly from plan assets....

by Ary Rosenbaum, That 401(k) Guy

Get an ERISA attorney to bless any merger or asset sale

If your company is buying the stock or the assets of another company, get an ERISA attorney to revie...

by Ary Rosenbaum, That 401(k) Guy

If you can do a Roth, do it by

I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 401(k) defer...

by Ary Rosenbaum, That 401(k) Guy

Take care of that beneficiary stuff

It happens all the time, an unmarried plan participant signs up for a retirement plan and designates...

by Ary Rosenbaum, That 401(k) Guy

My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infections and...

by Ary Rosenbaum, That 401(k) Guy

There is a cost to technology and it’s cybercrimes

The beauty of being in the retirement plan business since 1998 is that I love what I do and I can al...

by Ary Rosenbaum, That 401(k) Guy