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Ary Rosenbaum, That 401(k) Guy

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

The problem with the BIC

The biggest hallmark for the new Fiduciary Rule is the best interest contract exemption and the need...

naked-gun

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...

Florence Henderson as Carol Brady and Robert Reed as Mike Brady in the Brady Brunch episode, "Getting Davy Jones." Original air date, December 10, 1971. Season 3, episode 12.  Image is a screen grab. Copyright ©1971 CBS Broadcasting Inc. All Rights Reserved. Credit: CBS Photo Archive.

The IRS Voluntary Compliance Program Is Like Your Parents

As a child, you’re usually told by your parents that they just want to hear the truth and that...

claritin-d

The reason for the Fiduciary Rule

There was a recent conference (thanks for the invite) where they had a roundtable about why the new ...

planadviser

Who is the biggest 401(k) Recordkeeper and what really matters

A few weeks back, I wrote an article about 401(k) hustlers you should watch out for and I mentioned ...

south-park

South Park is still great

When I started my final year of education at Boston University School of Law for my tax LLM degree, ...

hotel-california-19

Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...

ross-marino

Interview: Ross Marino, Rekon Intelligence

When I started my own practice in 2010, one of my goals was to help financial advisors with their pr...

lpl_nasdaq

LPL Up For Sale? Do We Think Why?

According to anonymous sources speaking to Reuters, LPL Financial is exploring strategic alternative...

mutual-funds

About 35 Proprietary Fund Lawsuits

There are at least 35 lawsuits against plan providers using in-house mutual funds in their own 401(k...