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Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being...

Ary Rosenbaum, That 401(k) Guy

$20.21, I’m not providing lunch or dinner

A good friend in the financial industry asked on Twitter for some thoughts that an in-pers...

Ary Rosenbaum, That 401(k) Guy

It’s not 95%

Obi-Wan Kenobi once said that only Siths deal in absolutes. Having an ERISA expert saying ...

Ary Rosenbaum, That 401(k) Guy

Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than al...

Ary Rosenbaum, That 401(k) Guy

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word tha...

Ary Rosenbaum, That 401(k) Guy

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefi...

Ary Rosenbaum, That 401(k) Guy

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wit...

Ary Rosenbaum, That 401(k) Guy

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled...

Ary Rosenbaum, That 401(k) Guy

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school di...

Ary Rosenbaum, That 401(k) Guy

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same ca...

Ary Rosenbaum, That 401(k) Guy