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Ary Rosenbaum, That 401(k) Guy

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

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best in the re...

The need to avoid the old mistakes of Open MEPs

As we await the Department of Labor’s (DOL) guidance pursuant to President Trump’s executive ord...

Make sure participant records are secure

Being a plan sponsor is difficult because you’re a plan fiduciary which requires the highest duty ...

The boogeyman of MEPs

When they’re always talking about multiple employer plans (MEPs) and the tribulations with that 20...

That 401(k) Conference hits Philly

The third edition of That 401(k) Conference was held at Citizens Bank Park in Philadelphia on Friday...

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmot...

That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate r...

What Were They Thinking #57 Atari’s ET doesn’t phone home

In the late 1970’s and early 1980’s, Atari was the dominant player on the home video game market...

IRS to target excess 401(k) deferrals

When I do my own taxes and the income taxes for friends, the software I use will alert me when I mak...