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Senators propose COVID related catch-up

Several Republican senators have introduced legislation that would allow plan participants...

Ary Rosenbaum, That 401(k) Guy

Check the provider’s credentials

After Hurricane Sandy decimated my house with five feet of water downstairs, I needed to r...

Ary Rosenbaum, That 401(k) Guy

Being aggressive could be a bad idea

Many years ago, I was contacted by a bank that had an issue. For 20 years, they didn’t i...

Ary Rosenbaum, That 401(k) Guy

The problem with flat fee billing

When I was a law firm associate, my most painful part was filling out my timesheet. Trying...

Ary Rosenbaum, That 401(k) Guy

Will in-person enrollment meetings be a thing of the past?

The COVID-19 pandemic has certainly put the kibosh on a lot of things in the retirement pl...

Ary Rosenbaum, That 401(k) Guy

The State Auto-Enroll IRA Plans are a good thing

Colorado is just another state that is offering a payroll deduction IRA program, forcing b...

Ary Rosenbaum, That 401(k) Guy

Matrix sued, but there is a vantage to the story

Matrix Trust Co. is being sued in a 401(k) class-action lawsuit by a Minnesota engineering...

Ary Rosenbaum, That 401(k) Guy

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