DailyPost
close
DailyPost

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

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL)...

Ary Rosenbaum, That 401(k) Guy

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s s...

Ary Rosenbaum, That 401(k) Guy

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation b...

Ary Rosenbaum, That 401(k) Guy

Our finest hour

People will say that I often have a negative spin, regarding the retirement plan industry...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference came back live to St. Louis

That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...

Ary Rosenbaum, That 401(k) Guy

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...

Ary Rosenbaum, That 401(k) Guy