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Ary Rosenbaum, That 401(k) Guy

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

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matching contr...

onion

Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. When a regist...

lucas

The Lucas Film deal is going to be a goldmine for Disney

In 2012, George Lucas sold Lucas Films to Disney for $4 billion. While it won’t be the Dutch b...

borzi

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I’m go...

money

Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When organ juice...

hsa

Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to what’...

drug

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were starting t...

wellsfargo2

Wells Fargo sued over their proprietary target date funds

Thanks to litigation, we will probably see one day where a mutual fund company will no longer offer ...

humble

Be Humble

So my son loves to go to baseball card shows and when I think of my younger days when my father woul...

targetdate

Why I’m still wary of Target Date Funds

I’m an ERISA attorney and I handle my own investments, so I’m certainly no financial exp...