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Insurance agents busted for 403(b) fraud

Non-ERISA 403(b) plans are still one of the stains of the retirement plan business becaus...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hit the Twin Cities

That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were ...

Ary Rosenbaum, That 401(k) Guy

Saying they’re good, doesn’t make it so

If people pass on enough incorrect information out there, you start to believe it. When I...

Ary Rosenbaum, That 401(k) Guy

The good old days are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advi...

Ary Rosenbaum, That 401(k) Guy

If you want something, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people k...

Ary Rosenbaum, That 401(k) Guy

Only bill for your work

You’ve got a lot on your plate as a retirement plan provider and the last thing you nee...

Ary Rosenbaum, That 401(k) Guy

Some thoughts on 20 baseball stadiums

Houston’s Minute Maid Park, the site of That 401(k) Conference will be the 20th Major L...

Ary Rosenbaum, That 401(k) Guy

Make sure you do those brokerage windows correctly

A character in This Is Spinal Tap said it best: “there is a fine line between being cle...

Ary Rosenbaum, That 401(k) Guy

The former employee has an axe to grind

Someone I know was let go during COVID in April 2020. Thankfully, they were reemployed ra...

Ary Rosenbaum, That 401(k) Guy

If you host it, maybe they will come

I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since...

Ary Rosenbaum, That 401(k) Guy