DailyPost
close
DailyPost

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs,...

Ary Rosenbaum, That 401(k) Guy

Only the Good Die Young, But Billy Joel Lives Forever on Long Island

By law, at least by Long Island law, you’re required to love Billy Joel. It’s like ba...

Ary Rosenbaum, That 401(k) Guy

Why I Love Bitcoin—But Still Don’t Want It in Your 401(k)

Let me start with a confession: I love Bitcoin. I admire what it represents—decentraliz...

Ary Rosenbaum, That 401(k) Guy

Trump Executive Order to broaden 401(k) access to private equity and Crypto, fiduciaries beware

I love Bitcoin. I love private equity. They’re two of my favorite investments, personal...

Ary Rosenbaum, That 401(k) Guy

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approxim...

Ary Rosenbaum, That 401(k) Guy

In a Rare Move, the DOL Backs the Employer in a Forfeiture Allocation Case—But Don’t Pop the Champagne Just Yet

Sometimes, in the strange world of ERISA litigation, you get a surprise. And in Hutchins ...

Ary Rosenbaum, That 401(k) Guy

Even If You’re Right, You Can Still Get Sued

There’s a hard truth about being a plan sponsor or a plan provider: you can be doing ev...

Ary Rosenbaum, That 401(k) Guy

Beneficiary Statements: No Good Deed Goes Unlitigated

Could listing designated beneficiaries on a participant statement spark a fiduciary breac...

Ary Rosenbaum, That 401(k) Guy

Keeping Up Appearances… in Oceanside

If you’ve ever watched British television, you might remember a gem called Keeping Up A...

Ary Rosenbaum, That 401(k) Guy

The Fraud That Is Matt Hutcheson

I’ve been in the retirement plan business for 27 years, and during that time, IR...

Ary Rosenbaum, That 401(k) Guy