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New Book: The Circle Complete June 9th

When I titled my new book Full Circle, I didn’t just pick a catchy phrase—I picked a ...

Ary Rosenbaum, That 401(k) Guy

Northrop Grumman is target for another Schlicter case

If there’s a Mount Rushmore of ERISA class-action litigators, you better believe Jerry ...

Ary Rosenbaum, That 401(k) Guy

The death of the department store should clue you in about the 401(k) business

The department store has been a dying business for 50 years. That’s not hyperbole—itâ...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d get invited to sponsor networking events or p...

Ary Rosenbaum, That 401(k) Guy

You need a change of culture to change

Businesses in the retirement plan industry don’t collapse overnight. It’s never sudde...

Ary Rosenbaum, That 401(k) Guy

The Retirement Plan Dentist

About 20 years ago, there was a medical report claiming that dental plaque could cause he...

Ary Rosenbaum, That 401(k) Guy

Maybe time to get rid of the SEP?

Those small employer plans like SEPs and SIMPLE-IRAs? They’re great starter tools for r...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference returned to KC

For the first time, That 401(k) Conference returned to the same venue. On Friday, May 9, ...

Ary Rosenbaum, That 401(k) Guy

DOL offers temporary policy on transfers of small amounts to state unclaimed funds

The Department of Labor recently issued Field Assistance Bulletin (FAB) 2025-01, which am...

Ary Rosenbaum, That 401(k) Guy

Down goes Pentegra in a jury trial verdict

If you’re a 401(k) plan provider and think you can get away with charging sky-high ...

Ary Rosenbaum, That 401(k) Guy