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Advisors need to “get” plan design

In sports and in business, you’re only as good as the team that you are on. I have been ...

Ary Rosenbaum, That 401(k) Guy

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan ...

Ary Rosenbaum, That 401(k) Guy

Pay on that bonus

Bonuses are something I don’t know much about since the only bonus I got was $300 three ...

Ary Rosenbaum, That 401(k) Guy

Hire an advisor when you get an employee

I’m still amazed when I find participant-directed 401(k) plans without a financial advis...

Ary Rosenbaum, That 401(k) Guy

Introducing That 401(k) University

You don’t have time, I get it.   So I will be developing a YouTube series of 8–10...

Ary Rosenbaum, That 401(k) Guy

Dropping the plan document ball

One of the problems with being a plan sponsor is trying to make sure that when it comes to...

Ary Rosenbaum, That 401(k) Guy

Yesterday’s funds in today’s lineups

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the...

Ary Rosenbaum, That 401(k) Guy

Those answers on that 5500, you may hear from the government

The purpose of an audit of Form 5500 is to make sure that plan sponsors voluntarily comply...

Ary Rosenbaum, That 401(k) Guy

It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness u...

Ary Rosenbaum, That 401(k) Guy

Look within

The best way to keep clients is to look at what you’re doing as a plan provider and what...

Ary Rosenbaum, That 401(k) Guy