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We’re all shaped by our experiences, but we need to overcome

I’m terrible with compliments. It’s probably because as a kid, I didn’t get many an...

Ary Rosenbaum, That 401(k) Guy

DOL issues caution on private equity investments

The Department of Labor (DOL) has cautioned plan fiduciaries about private equity investm...

Ary Rosenbaum, That 401(k) Guy

Get those amendments for 2022

In addition to that restatement for Cycle 3 that must be completed for most defined contr...

Ary Rosenbaum, That 401(k) Guy

Stable value study shows the obvious about volatility

David Letterman once had a joke about those USA Today graphs where he claimed they had a ...

Ary Rosenbaum, That 401(k) Guy

Roth will gain more fans

The numbers don’t lie. We are $29 trillion in debt. Our biggest expenditures will be en...

Ary Rosenbaum, That 401(k) Guy

Great Resignation brings up a wide variety of issues

If your firm has been touched by the great resignations of 2022, you may have some issues...

Ary Rosenbaum, That 401(k) Guy

Not all fiduciary services are the same

As a plan sponsor, you hear the numbers like 3(16), 3(21), and 3(38) thrown around. The s...

Ary Rosenbaum, That 401(k) Guy

I won’t add annuity options to 401(k) plans

When it comes to plan design, I believe in the idea of KISS:  keep it simple, stupid...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Bunch returns March 10th

With a hiatus that took longer than expected, That 401(k) Virtual Bunch, our live intervi...

Ary Rosenbaum, That 401(k) Guy

We will hear those 401(k) complaints if markets tank

I used to joke that to save money, the local news stations should recycle footage that th...

Ary Rosenbaum, That 401(k) Guy