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Schwab Self-Direct 401(k) plans gain 13.6% in 2024

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finis...

Ary Rosenbaum, That 401(k) Guy

Langston is the guest for Anaheim

Former Angels pitcher and current Angels broadcaster Mark Langston will be the guest for ...

Ary Rosenbaum, That 401(k) Guy

Chavez-DeRemer is the new DOL Secretary

The Senate approved President Trump’s nominee to be the next Secretary of Labor. Lor...

Ary Rosenbaum, That 401(k) Guy

You have to deal with schnorrers, but draw the line

One of my favorite Yiddish words is “schnorrer.” While it means beggar or spo...

Ary Rosenbaum, That 401(k) Guy

There is nothing wrong with dreaming, just don’t make it a fantasy

I believe that plan providers who promised they will make me wealthy have consistently fa...

Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a VHS World

A plan provider once asked me if I had written a comprehensive article on why trustee-dir...

Ary Rosenbaum, That 401(k) Guy

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and had my Bar Mitzvah, I spent around $2,000 (in 1985 money) on a state-of...

Ary Rosenbaum, That 401(k) Guy

They’ll make the mistake and leave you to dry

At work and at home, one of the worst things I ever did was make a mistake and not accept...

Ary Rosenbaum, That 401(k) Guy

401GO gets involved with isolved on 401(k) offering

Retirement plan provider 401GO is partnering with isolved, a human capital management (HC...

Ary Rosenbaum, That 401(k) Guy

Betterment launches Solo 401(k)

Betterment Advisor Solutions (BAS), announced the launch of an all-digital solo 401(k), d...

Ary Rosenbaum, That 401(k) Guy