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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy
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Oregon opens up small business plan for individuals

Oregon announced that their OregonSaves retirement program will now allow individuals, such as self-...

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Vanguard to offer HSAs, interest will be increased

As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) to the plan...

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That 401(k) Conference to hit Atlanta in April

I’m proud to announce that That 401(k) Conference will be held in Atlanta at SunTrust Park on Frid...

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That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

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They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best in the re...

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The need to avoid the old mistakes of Open MEPs

As we await the Department of Labor’s (DOL) guidance pursuant to President Trump’s executive ord...

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Make sure participant records are secure

Being a plan sponsor is difficult because you’re a plan fiduciary which requires the highest duty ...

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The boogeyman of MEPs

When they’re always talking about multiple employer plans (MEPs) and the tribulations with that 20...

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That 401(k) Conference hits Philly

The third edition of That 401(k) Conference was held at Citizens Bank Park in Philadelphia on Friday...

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Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmot...