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Avoid the box of gimmicks

I watch a podcast called Something to Wrestle with former WWE creative mind Bruce Prichard...

Ary Rosenbaum, That 401(k) Guy

The MEP solution

With the recent guidance issued by the Department of Labor (DOL), third party administrato...

Ary Rosenbaum, That 401(k) Guy

Need Auditors who understand the “new way”

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that n...

Ary Rosenbaum, That 401(k) Guy

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics o...

Ary Rosenbaum, That 401(k) Guy

Keep it Simple, Stupid

When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid. &...

Ary Rosenbaum, That 401(k) Guy

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of...

Ary Rosenbaum, That 401(k) Guy

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s busine...

Ary Rosenbaum, That 401(k) Guy

Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sp...

Ary Rosenbaum, That 401(k) Guy

Oregon opens up small business plan for individuals

Oregon announced that their OregonSaves retirement program will now allow individuals, suc...

Ary Rosenbaum, That 401(k) Guy

Vanguard to offer HSAs, interest will be increased

As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) t...

Ary Rosenbaum, That 401(k) Guy