DailyPost
close
DailyPost

I hate the stated match

A 401(k) plan doesn’t have to be treated like the Bible or any other type of book where ...

Ary Rosenbaum, That 401(k) Guy

The former employees can be a huge problem

In terms of issues over retirement plans for the past 22 years, the two most treacherous i...

Ary Rosenbaum, That 401(k) Guy

Yeah, Bitcoin in 401(k) plans is a bad idea

Over the 30 years of investing, I have seen nothing like my investment in bitcoin and othe...

Ary Rosenbaum, That 401(k) Guy

DOL recovered a bunch

The Department of Labor (DOL) released its 2020 enforcement fact sheet, showing the work t...

Ary Rosenbaum, That 401(k) Guy

Survey shows ESG still hasn’t caught on

Despite the concerns that the Trump administration implemented Department of Labor (DOL) r...

Ary Rosenbaum, That 401(k) Guy

The PPP Registration finalized

Even though Pooled Employer Plans were made effective on January 1, 2021, the Department o...

Ary Rosenbaum, That 401(k) Guy

Best defense is good procedures and following them

Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the...

Ary Rosenbaum, That 401(k) Guy

You need to read the plan document

I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide...

Ary Rosenbaum, That 401(k) Guy

Advisors need to offer education, it’s that simple

Advisors ask me all the time about the role of education in participant-directed 401(k) pl...

Ary Rosenbaum, That 401(k) Guy

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with a...

Ary Rosenbaum, That 401(k) Guy