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Investment education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) p...

Ary Rosenbaum, That 401(k) Guy

The problem of PEP administration

The problem with starting college and dorming is that your roommate or suitemate might be...

Ary Rosenbaum, That 401(k) Guy

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what ...

Ary Rosenbaum, That 401(k) Guy

No One Cares What I Got in Latin 3

I was in school from 1976 to 1998 without a break. I always thought that if I stopped, I ...

Ary Rosenbaum, That 401(k) Guy

The beneficiary form and the need for no drama

As a plan sponsor, you need to ensure that participant beneficiary forms are up to date. ...

Ary Rosenbaum, That 401(k) Guy

Transamerica launches PEP with DWC

Transamerica announced the launch of DWC 401(k) Pooled Plan Solutions, featuring the expe...

Ary Rosenbaum, That 401(k) Guy

Make sure those exclusions make sense

If you restrict eligibility from your retirement plan to a certain group of employees out...

Ary Rosenbaum, That 401(k) Guy

Be clear

In communications with other plan providers, clients, and potential clients, you have to ...

Ary Rosenbaum, That 401(k) Guy

Controlled group determination, affiliated service needs more info

“The Bears are what we thought they were. Th-they’re what we thought they were. W...

Ary Rosenbaum, That 401(k) Guy

Make sure what that it works

At home, I have Verizon FIOS for TV and the Internet after having my cable provider, Opti...

Ary Rosenbaum, That 401(k) Guy