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A September to Remember

Now that it appears the pandemic is nearing its end, it’s time to get back and meet up a...

Ary Rosenbaum, That 401(k) Guy

Can we admit crypto is a bad idea for 401(k) plans?

In the 30 plus years of investing, investing in cryptocurrency has been a wild ride. Mostl...

Ary Rosenbaum, That 401(k) Guy

Watch that bonus deferral election

When there is a plan restatement process, every retirement plan document provider adds som...

Ary Rosenbaum, That 401(k) Guy

Congress proposed legislation to allow ESG

In the 30 years that I’ve been an investor, I’ve always strived for the best performan...

Ary Rosenbaum, That 401(k) Guy

T. Rowe unloading duties on FIS

T. Rowe Price has announced plans to transfer responsibility for its retirement technology...

Ary Rosenbaum, That 401(k) Guy

That Chip On My Shoulder

I have spent 11 years on my own in a solo ERISA practice and if you read anything since th...

Ary Rosenbaum, That 401(k) Guy

Stay in your lane in social media

  When it comes to business, I always say that. you should stay in. your lane and tha...

Ary Rosenbaum, That 401(k) Guy

NYC requires retirement coverage through Mandatory IRA

New York City Mayor Bill de Blasio signed into law legislation that will require private-s...

Ary Rosenbaum, That 401(k) Guy

Communication is key

I get along with people for the most part because I make the effort. It’s also a lot eas...

Ary Rosenbaum, That 401(k) Guy

Some people just want it for free

I use Twitter for both business and pleasure. It’s a great way to promote all my busines...

Ary Rosenbaum, That 401(k) Guy