close

Ary Rosenbaum, That 401(k) Guy

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

Enrollment meetings can be fun

I have been to many funerals and many 401(k) enrollment meetings and I have to say that most funeral...

Don’t blame Marci Turk, blame Howard

Cousin Oliver appeared in the last six episodes of The Brady Bunch and people hated him because his ...

The Future in Retirement Plans

I was working for a third party administrator, some fellow employees thought I was crazy because I p...

IRS looking at Hardship Distributions

When it comes to hardship distributions, I actually review the reasons for it and want to see the ba...

I Like Joe Buck, Don’t Tread on Me

Joe Buck is like the Nickelback of sports broadcasters, he gets so much hate despite being kind of p...

Litigation defending their 401(k) plan is the cost of doing business offering proprietary mutual funds

It’s a favorite topic of mine because it’s fascinating to consider, so many mutual fund companie...

Thanks Jimmy for putting the fun back in Oscars

Being the host of the Academy Awards is kind of a thankless job if you’re name isn’t Billy Cryst...

Revenue sharing is legal, so what?

An excessive fee lawsuit against Oracle Corporation will go on as the plaintiffs overcame a motion t...

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and the few that...

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at what he do...