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M&T Settlement shows the problem of using proprietary funds

Plan sponsors with their proprietary funds have a unique problem. Using proprietary funds ...

Ary Rosenbaum, That 401(k) Guy

Dealing with Millennials has been a struggle so far

I was born in 1972 and aside from fashion, music, and interior decorating, I’m a fan of ...

Ary Rosenbaum, That 401(k) Guy

You have to have a plan

Imagine if Mark Zuckerberg hatched the idea for Facebook, yet all he did was talk about th...

Ary Rosenbaum, That 401(k) Guy

The biggest SECURE Act Change IMHO

The biggest change under SECURE Act is the treatment of long-time, part-time employees und...

Ary Rosenbaum, That 401(k) Guy

I hate most Star Wars fans

My parents didn’t take me to many movies as a kid (for one reason or another), but they ...

Ary Rosenbaum, That 401(k) Guy

What Plan Sponsors Need To Know About The SECURE Act

I once had a law school professor who joked that we change the bankruptcy laws to give bus...

Ary Rosenbaum, That 401(k) Guy

Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy...

Ary Rosenbaum, That 401(k) Guy

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet th...

Ary Rosenbaum, That 401(k) Guy

There is a cost to those free plans

There is nothing wrong with free unless there is a hidden cost involved. Small business pl...

Ary Rosenbaum, That 401(k) Guy

Disney + won’t kill Netflix, but…

Seeing how successful Netflix became and with so much content in their vaults, it was only...

Ary Rosenbaum, That 401(k) Guy