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Consider a cybersecurity policy and procedure

With the Department of Labor (DOL) focusing on cybersecurity, I think it’s prudent for ...

Ary Rosenbaum, That 401(k) Guy

ERISA lawsuit over Colgate account theft

Back in the day, the question of theft of plan assets, usually indicated theft by the pla...

Ary Rosenbaum, That 401(k) Guy

The rollover conundrum

When I left a job, the first thing I did was execute my rollover form to move my 401(k) b...

Ary Rosenbaum, That 401(k) Guy

Empower does well in sales

Empower, announced has achieved $62 billion in retirement plan sales in 2022. The AU...

Ary Rosenbaum, That 401(k) Guy

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths ...

Ary Rosenbaum, That 401(k) Guy

Sometimes, you have to fire yourself

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, ...

Ary Rosenbaum, That 401(k) Guy

Check those credentials

Whenever I hear about someone getting caught lying about their resume or credentials, I a...

Ary Rosenbaum, That 401(k) Guy

The late 5500 needs that DFVCP application

With the initial 5500 deadline coming and going and October 15th around the corner, it ma...

Ary Rosenbaum, That 401(k) Guy

Consider a cybersecurity policy and procedure

With the Department of Labor (DOL) focusing on cybersecurity, I think it’s prudent for ...

Ary Rosenbaum, That 401(k) Guy

The problem with opinions

I always say that I thought I loved a great area until I saw my community’s Faceboo...

Ary Rosenbaum, That 401(k) Guy