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State IRA programs spur retirement plan sponsorship

While state enacting mandatory IRA programs for employers that don’t offer retirement pl...

Ary Rosenbaum, That 401(k) Guy

Despite what the survey says, let them roll

I was an employee once and that’s why I don’t have employees. If I did have employees ...

Ary Rosenbaum, That 401(k) Guy

Milk Carton Advisors are still a thing

When you hire a financial advisor for your plan, they typically are paid quarterly from pl...

Ary Rosenbaum, That 401(k) Guy

Get an ERISA attorney to bless any merger or asset sale

If your company is buying the stock or the assets of another company, get an ERISA attorne...

Ary Rosenbaum, That 401(k) Guy

If you can do a Roth, do it by

I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 40...

Ary Rosenbaum, That 401(k) Guy

Take care of that beneficiary stuff

It happens all the time, an unmarried plan participant signs up for a retirement plan and ...

Ary Rosenbaum, That 401(k) Guy

My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infe...

Ary Rosenbaum, That 401(k) Guy

There is a cost to technology and it’s cybercrimes

The beauty of being in the retirement plan business since 1998 is that I love what I do an...

Ary Rosenbaum, That 401(k) Guy

Transamerica forks over another $5 million in another 401(k) lawsuit

If you’re a large plan sponsor, who also happens to offer your proprietary mutual funds ...

Ary Rosenbaum, That 401(k) Guy

When the DOL is asking questions on cybersecurity, have the answers

A few years back, I was representing a plan sponsor under a Department of Labor (DOL) audi...

Ary Rosenbaum, That 401(k) Guy