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r/wallstreetbets is another reason why I hate self directed brokerage accounts

What the Reddit group wallstreetbets did with Gamestop in a short squeeze was something qu...

Ary Rosenbaum, That 401(k) Guy

Purchasers need to stay in their lane

I’ve written blog posts about the problems that I see when a plan provider I know gets p...

Ary Rosenbaum, That 401(k) Guy

From a certain point of legal view

There are two types of ERISA attorney, those that work for a plan provider and those that ...

Ary Rosenbaum, That 401(k) Guy

The problem of the PEP Trustee

One of the quirks with pooled employer plans (PEPs) is the need for a corporate trustee. T...

Ary Rosenbaum, That 401(k) Guy

Opinions aren’t wrong, except…. by experiences

I have very strong opinions on the retirement plan business and that might be a reason Iâ€...

Ary Rosenbaum, That 401(k) Guy

The Biden 401(k) plan will be bad for business

...

Ary Rosenbaum, That 401(k) Guy

IRS Documents opine on PEP plan documents

The Internal Revenue Service (IRS) in their January 20, 2021 edition of Employee Plans New...

Ary Rosenbaum, That 401(k) Guy

Peacock/WWE Network deal shows the problems of streaming

Amazon Prime, Disney Plus, Netflix, and Hulu are the kings of streaming. Everyone else is ...

Ary Rosenbaum, That 401(k) Guy

Very Few Employers Suspended Their Match?

The Center for Retirement Research calculated the companies that announced they were sus...

Ary Rosenbaum, That 401(k) Guy

Stimulus act changes partial termination rules temporarily

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (...

Ary Rosenbaum, That 401(k) Guy