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Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement pl...

Ary Rosenbaum, That 401(k) Guy

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing b...

Ary Rosenbaum, That 401(k) Guy

Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering...

Ary Rosenbaum, That 401(k) Guy

Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being...

Ary Rosenbaum, That 401(k) Guy

$20.21, I’m not providing lunch or dinner

A good friend in the financial industry asked on Twitter for some thoughts that an in-pers...

Ary Rosenbaum, That 401(k) Guy

It’s not 95%

Obi-Wan Kenobi once said that only Siths deal in absolutes. Having an ERISA expert saying ...

Ary Rosenbaum, That 401(k) Guy

Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than al...

Ary Rosenbaum, That 401(k) Guy

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word tha...

Ary Rosenbaum, That 401(k) Guy

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefi...

Ary Rosenbaum, That 401(k) Guy

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wit...

Ary Rosenbaum, That 401(k) Guy