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Ary Rosenbaum, That 401(k) Guy

1536 posts
All posts by Ary Rosenbaum, That 401(k) Guy

Control is a big deal

As a retirement plan provider, you meet a potential client and you just do so well in the meeting th...

It’s not your job to understand

As someone in the non-fungible token world (3 Guys NFT), I don’t understand why people will spend ...

In the end, there can be only a few PEPs

The original Highlander is kind of a silly movie, with the tagline “there can be only one.” I do...

You don’t know unless you ask the IRS

A few months back, I was working with a 401(k) plan sponsor on a big Voluntary Compliance Program (V...

Yeah, I got into the NFT business

NFTs or non-fungible tokens is an interesting development where people can buy digital art or tradin...

Kimberly-Clark, the latest big 401(k) lawsuit

Kimberly-Clark Corp. is the latest defendant in a proposed class action Employee Retirement Income S...

Three events rescheduled for 2021

Three of our live events that were delayed because of the COVID pandemic have been rescheduled. &nbs...

When the IRS talks, it’s time to listen

When the Internal Revenue Service develops a laundry list of the things that they will focus on, whe...

The problem with Solo 401(k) plans

Solo 401(k) plans are a great benefit for sole proprietors. I know, I have one. The problem is they ...

DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advice regulat...