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Ary Rosenbaum, That 401(k) Guy

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

Congress trying to halt State Run IRAs, what about MEPs?

Two Congressmen introduced separate resolutions, one to block a rule governing automatic-enrollment,...

DOL asks for fiduciary rule delay, but isn’t it too late?

While the Department of Labor (DOL) is asking for a 180 day delay to the implementation of the fiduc...

The Super Bowl settles the G.O.A.T.

Super Bowl LI was one of the greatest Super Bowls of all time as the game went into overtime for the...

The problem with loans

When I draft a new 401(k) plan for a client, I’ll recommend a loan provision even though it can be...

Sorry Fred, it’s about drawing a dime

At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm administr...

The Lego Batman Move is a great movie for adults

With a 10 year old and an 11 year old, movie choices are limited. So the best kid’s movies are the...

Education is an important part of the fiduciary process

Advisors ask me all the time of the role of education in participant directed 401(k) plans. Particip...

Get those trading cards graded

I just started my first job and wanted to sell off my baseball card collection to fund my first Roth...

Interview: Jeff Atwell, Meeder Investment Management

Q: How did you start in the retirement plan business? A: A client had an income tax problem and want...

That award for that Plan Provider might have been bought

When you’re being approached by a plan provider who wants you to be their client, there maybe the ...