Ary Rosenbaum, That 401(k) Guy

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

Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a conn...


The 70s: When Style and Good Taste Died

I was born in 1972 and I remember the 1970s, sometimes I think I survived the 70s. I still have a pi...


Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (D...


It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo....


To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by the Federal ...


What Were They Thinking #42 Lucille Ball strikes out in her last at bat

I always say that you should quit while you’re ahead. So when I passed the California bar exam aft...


Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action lawsuit. Tha...


2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k...


Netflix’s biggest competitor is right around the corner

I’ve been a fan of Netflix since 2000 when I noticed this little postcard that was in the box of m...


Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to bring member...