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The problem with Solo 401(k) plans

Solo 401(k) plans are a great benefit for sole proprietors. I know, I have one. The proble...

Ary Rosenbaum, That 401(k) Guy

DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advi...

Ary Rosenbaum, That 401(k) Guy

DOL provides cybersecurity guidance

The Department of Labor (DOL) has issued guidance for plan sponsors and plan providers tha...

Ary Rosenbaum, That 401(k) Guy

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third par...

Ary Rosenbaum, That 401(k) Guy

Dying organizations don’t change

I’m always fascinated by the history of dying organizations because I’ve been surround...

Ary Rosenbaum, That 401(k) Guy

Get a scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be o...

Ary Rosenbaum, That 401(k) Guy

We laugh at NFTs until we won’t

I bought a $9 pack of digital video moments from a site called NBA Top Shot. They’re lik...

Ary Rosenbaum, That 401(k) Guy

We shall return live in 2021

While 2020 sidelined our scheduled events in Houston, Minneapolis, and St. Louis, the plan...

Ary Rosenbaum, That 401(k) Guy

It’s a wave of PEPs, but is it a wave of assets

With January 1st past us, we knew that many plan providers were going to launch Pooled Emp...

Ary Rosenbaum, That 401(k) Guy

Fidelity wins data as plan asset case

Fidelity won a huge case.   Schlichter, Bogard & Denton brought a lawsuit on beha...

Ary Rosenbaum, That 401(k) Guy