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Ary Rosenbaum, That 401(k) Guy

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

IRS approves tying student loans to 401(k) employer contributions

The Internal Revenue Service (IRS) issued a private letter ruling which allowed an unnamed employer ...

Podcast coming soon

Don’t know when, don’t know where: but there will be a 401(k) podcast emanating from this site a...

Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...

What’s In It For Them?

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national E...

The problem with consolidation in the TPA business

Every week, I check the headline on 401khelpcenter.com and the news part usually involves one or tow...

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...

When I don’t get the gig

When I’m contacted by a plan sponsor needs help, I usually quote a flat fee and 9 out of 10 times,...

Remake and Reboots is all the rage on TV

With talks of a Fraser reboot, a new Magnum P.I., and an updated Murphy Brown coming this Fall, we...

Mission Impossible: Fallout is one heck of a movie

There are a few times in my life when I saw an action-adventure movie and was mesmerized from the be...

That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, the most 40...