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Investment education is all about a process

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

Ary Rosenbaum, That 401(k) Guy

The multiple loan problem

As a 401(k) plan sponsor, you need to know that plan errors happen all the time. A 401(k) ...

Ary Rosenbaum, That 401(k) Guy

Get those contracts reviewed

One of the biggest problems for my clients after they hire me is that they realize that th...

Ary Rosenbaum, That 401(k) Guy

Make Sure The Census Information is Correct

I use the expression “garbage in, garbage out” if an end of year census report is done...

Ary Rosenbaum, That 401(k) Guy

Invesco to settles lawsuit concerning their 401(k) plan

As I always say, being a mutual fund company with proprietary funds in their 401(k) plan m...

Ary Rosenbaum, That 401(k) Guy

EBSA recovers billions for participants

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) released...

Ary Rosenbaum, That 401(k) Guy

I will never understand a TPA asset based fee

I’m stubborn and there are just some things I don’t understand, so hear me out.  ...

Ary Rosenbaum, That 401(k) Guy

Some random thoughts on the retirement plan business

Cost is an overused consideration for picking plan providers, value and quality are under...

Ary Rosenbaum, That 401(k) Guy

Proposal for tax fee plan withdrawals for LTC premiums

I’m not a fan of reporting legislation, but this piqued my interest. Sen. Pat Toomey (R-...

Ary Rosenbaum, That 401(k) Guy

Schwab to buy TD Ameritrade

Charles Schwab, the largest publicly traded discount brokerage firm and of the largest cus...

Ary Rosenbaum, That 401(k) Guy