Ary Rosenbaum, That 401(k) Guy

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

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock market an...


If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a party to a ...


When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a light on somet...


My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a good thing be...


Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of it wasn’...


More Brokers announce their Fiduciary Rule retirement plans

As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, you will h...


2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations...


The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big book of 40...


You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering a low car...


You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s dec...