Ary Rosenbaum, That 401(k) Guy

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

Who is the biggest 401(k) Recordkeeper and what really matters

A few weeks back, I wrote an article about 401(k) hustlers you should watch out for and I mentioned ...


South Park is still great

When I started my final year of education at Boston University School of Law for my tax LLM degree, ...


Your Emails Shouldn’t Be Like Hotel California

I write a lot because social media gets my name out there at a much lower cost than hiring a public ...


Interview: Ross Marino, Rekon Intelligence

When I started my own practice in 2010, one of my goals was to help financial advisors with their pr...


LPL Up For Sale? Do We Think Why?

According to anonymous sources speaking to Reuters, LPL Financial is exploring strategic alternative...


About 35 Proprietary Fund Lawsuits

There are at least 35 lawsuits against plan providers using in-house mutual funds in their own 401(k...


State Run IRA Programs Can Actually Be An Opportunity for Plan Providers

A few states including California are going into the retirement business. While ordinarily competiti...


Merill’s End of Commission IRAs is going to be a game changer

In a move that will shake the broker-dealer and retirement plan industries, Merill Lynch’s decided...


Run-DMC are Cultural Icons

I shop a lot at for Mitchell & Ness jerseys, Mets gear, and Clippers gear. Fanatics...


The Problem With Top-Heavy Administration

If you know about a thing or two about plan administration, you know about the top-heavy rules. The ...