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ERISA attorneys and the snowball effect

When it comes to retirement plans, we have a snowball effect. The effect is usually when t...

Ary Rosenbaum, That 401(k) Guy

Get that Final 5500 done

When a plan terminates and distributes all its assets or merges all its assets into anothe...

Ary Rosenbaum, That 401(k) Guy

How does it happen? It does

Part of my job is fixing errors made by plan sponsors and their plan providers. Despite wh...

Ary Rosenbaum, That 401(k) Guy

The problem with going back to normal

I work from home, it’s 11 years now. You can say that I was ahead of the game with the C...

Ary Rosenbaum, That 401(k) Guy

You can’t ignore clients and the fees they pay

I first started paying for my car when I got my first job as an ERISA attorney, It was a b...

Ary Rosenbaum, That 401(k) Guy

Introducing That 401(k) Networking Event and Mets game on July 28th

  With the pandemic coming to an end, it’s time to get back to business.   On ...

Ary Rosenbaum, That 401(k) Guy

A September to Remember

Now that it appears the pandemic is nearing its end, it’s time to get back and meet up a...

Ary Rosenbaum, That 401(k) Guy

Can we admit crypto is a bad idea for 401(k) plans?

In the 30 plus years of investing, investing in cryptocurrency has been a wild ride. Mostl...

Ary Rosenbaum, That 401(k) Guy

Watch that bonus deferral election

When there is a plan restatement process, every retirement plan document provider adds som...

Ary Rosenbaum, That 401(k) Guy

Congress proposed legislation to allow ESG

In the 30 years that I’ve been an investor, I’ve always strived for the best performan...

Ary Rosenbaum, That 401(k) Guy