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DOL has a banner year in 2020 with investigations

The Department of Labor’s Employee Benefits Security Administration (EBSA) had a banner ...

Ary Rosenbaum, That 401(k) Guy

Nothing strange about White Sox hiring Tony La Russa

  If you were a contending team, would it be crazy to hire the greatest manager of th...

Ary Rosenbaum, That 401(k) Guy

Don’t be fooled by euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how to...

Ary Rosenbaum, That 401(k) Guy

Making a PEP out of Solo 401(k) plans?

People with solo 401(k) plans and other smaller plans tend to get very little services. Mo...

Ary Rosenbaum, That 401(k) Guy

DOL thinks Cyber Security is a big deal, so should you

  The Department of Labor (DOL) is interested in the concerns about cybersecurity, so...

Ary Rosenbaum, That 401(k) Guy

Expect more micro plan solutions

  With the implementation of rules that will finally allow Pooled Employer Plans (PEP...

Ary Rosenbaum, That 401(k) Guy

IRS announce 2021 Retirement Plan Limits

It is that time of the year, again. The Internal Revenue Service  has announced inflation...

Ary Rosenbaum, That 401(k) Guy

Don’t let other providers become the stick in the wheels of progress

  I had a friend of mine in college who was involved in student politics like I was a...

Ary Rosenbaum, That 401(k) Guy

Don’t let clients get angry

Retirement plan providers can never be arrogant when it comes to the gripes raised by thei...

Ary Rosenbaum, That 401(k) Guy

Arrogance is a problem

  22 years in the retirement plan business and I have seen quite a bit. Two disasters...

Ary Rosenbaum, That 401(k) Guy