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The PPP Registration finalized

Even though Pooled Employer Plans were made effective on January 1, 2021, the Department o...

Ary Rosenbaum, That 401(k) Guy

Best defense is good procedures and following them

Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the...

Ary Rosenbaum, That 401(k) Guy

You need to read the plan document

I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide...

Ary Rosenbaum, That 401(k) Guy

Advisors need to offer education, it’s that simple

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

Ary Rosenbaum, That 401(k) Guy

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with a...

Ary Rosenbaum, That 401(k) Guy

Sports card market is in a bubble that will explode

The COVID pandemic and sports documentaries like ESPN’s The Last Dance has created a fer...

Ary Rosenbaum, That 401(k) Guy

We have a job to do

Only 20% of people aged 20 to 29 in the world believe they’ll achieve their full retirem...

Ary Rosenbaum, That 401(k) Guy

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