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Daniel Aronowitz Nominated to Head EBSA

Daniel Aronowitz, president of Encore Fiduciary, was nominated by President Trump to beco...

Ary Rosenbaum, That 401(k) Guy

Watch those social media posts

Years ago, I was irritated when a person from my community was appointed to an elected po...

Ary Rosenbaum, That 401(k) Guy

Advisors aren’t sold on Bitcoin

On whether to recommend Bitcoin and other digital assets for clients, financial advisers ...

Ary Rosenbaum, That 401(k) Guy

There are no sure things, there are opportunities

Every time I’ve spoken to other plan providers about certain things they are working on...

Ary Rosenbaum, That 401(k) Guy

You’ll get hammered if you don’t use the DFVCP

I sound like a broken record, but I won’t stop until 401(k) plan sponsors understand th...

Ary Rosenbaum, That 401(k) Guy

Schlicter targets Charter in Forfeiture case

Schlichter Bogard, LLC represents participants of the $7 billion Charter Communications, ...

Ary Rosenbaum, That 401(k) Guy

Make sure the employee exclusions are correct

As a 401(k) plan sponsor, you need to operate according to its terms. The concept is sill...

Ary Rosenbaum, That 401(k) Guy

Vanguard cuts fees

Vanguard announced expense ratio reductions to 168 mutual fund and exchange-traded share ...

Ary Rosenbaum, That 401(k) Guy

Breaking Bad with Poker?

One of my favorite shows was Breaking Bad, the curious case of dying chemistry teacher Wa...

Ary Rosenbaum, That 401(k) Guy

DOL releases guidance on small account balances

The Department of Labor (DOL) has released Field Assistance Bulletin 2025-01 (the Bulleti...

Ary Rosenbaum, That 401(k) Guy