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Ary Rosenbaum, That 401(k) Guy

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For 401(k) Plan Providers That 401(k) Guy Life Beyond 401(k) News For 401(k) Plan Sponsors
All posts by Ary Rosenbaum, That 401(k) Guy

Dear Plan Sponsors, it’s about Reasonableness

Thanks to fee disclosure regulation and litigation against plan sponsors, plan sponsors are focusing...

by Ary Rosenbaum, That 401(k) Guy

Don’t sponsor literature tables if it won’t bring you business

The camp my daughter goes to is a fine camp except I can’t stand the people running it because...

by Ary Rosenbaum, That 401(k) Guy

Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion groups on Lin...

by Ary Rosenbaum, That 401(k) Guy

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matching contr...

by Ary Rosenbaum, That 401(k) Guy

Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. When a regist...

by Ary Rosenbaum, That 401(k) Guy

The Lucas Film deal is going to be a goldmine for Disney

In 2012, George Lucas sold Lucas Films to Disney for $4 billion. While it won’t be the Dutch b...

by Ary Rosenbaum, That 401(k) Guy

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I’m go...

by Ary Rosenbaum, That 401(k) Guy

Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When organ juice...

by Ary Rosenbaum, That 401(k) Guy

Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to what’...

by Ary Rosenbaum, That 401(k) Guy

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were starting t...

by Ary Rosenbaum, That 401(k) Guy