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Ary Rosenbaum, That 401(k) Guy

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

As a plan provider, make sure there are security processes in place

As a retirement plan provider, you have something to do with the retirement plan assets and may have...

No more buying Blu-Rays and DVDs

I love movies and I’ve always had a vast movie collection. First it was VHS, then it was DVD, and ...

It’s not a delay, but it will be one

Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Department of...

RIAs win one with Fiduciary Rule Delay

When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, observant Jews ...

What Were They Thinking #5? Can’t Stop The Music

They say the disco craze pretty much ended with Disco Demolition Night that turned into a near riot ...

Get to the lowest share price possible

I’ve done a lot of talking about institutional share classes and revenue sharing and the confusing...

The Good Old Days For Advisors Are Gone

In the good old days of participant directed 401(k) plans, a good chunk of financial advisors did ve...

Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rule by six m...

It’s all in the trailer

When I watch movies, one of my favorite parts is the upcoming attractions/trailers. While you’re w...

Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and only got inv...