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US Retirement & Benefit Partners expands with new purchase

Consolidation among plans provides continues in the retirement plan business. U.S. Ret...

Ary Rosenbaum, That 401(k) Guy

Pfizer wins lawsuit

The U.S. District Court for the Western District of Michigan granted Pfizer Inc.’s moti...

Ary Rosenbaum, That 401(k) Guy

Get that Final 5500 done ASAP

When a plan terminates and distributes all its assets or merges all its assets into anoth...

Ary Rosenbaum, That 401(k) Guy

Let people unsubscribe from your emails

I write a lot because social media gets my name out there at a much lower cost than hirin...

Ary Rosenbaum, That 401(k) Guy

The legend in his own mind

When your practice is successful as a retirement plan provider, you’re going to want to...

Ary Rosenbaum, That 401(k) Guy

Their feelings matter

Going for that annual review was like going to a dentist if I had cavities. You know it w...

Ary Rosenbaum, That 401(k) Guy

Withdrawal numbers are scary

According to FinanceBuzz, 40% of Americans with retirement accounts have taken money out ...

Ary Rosenbaum, That 401(k) Guy

T. Rowe launces lifetime income product

Everyone is pushing lifetime income options for retirees because the fear is that there w...

Ary Rosenbaum, That 401(k) Guy

#LGM

I have been a baseball fan since I was 7 in 1979 when the next-door neighbor was heavily ...

Ary Rosenbaum, That 401(k) Guy

Live up to your fee arrangement

I work (outside of plan audits) on a flat fee basis. What I say is the price is the price...

Ary Rosenbaum, That 401(k) Guy