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A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciar...

Ary Rosenbaum, That 401(k) Guy

Old loans can come back to bite you in an audit

There is nothing wrong with offering loans with your 401(k) plan. What will be wrong is if...

Ary Rosenbaum, That 401(k) Guy

The half-empty look from an IRS agent

As a plan sponsor being investigated by an Internal Revenue Service (IRS) agent, there is ...

Ary Rosenbaum, That 401(k) Guy

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disast...

Ary Rosenbaum, That 401(k) Guy

Business is cyclical

20 years ago, the hard liquor business was dying and microbreweries were the hottest thing...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference in Cleveland Rocks

That 401(k) Conference hit Cleveland on September 20th at Progressive Field, home of the I...

Ary Rosenbaum, That 401(k) Guy

The future in litigation might be an arbitration provision

The fascinating part of ERISA litigations is the changing law and viewpoints. To combat th...

Ary Rosenbaum, That 401(k) Guy

Don’t bill for someone else’s work

You’ve got a lot on your plate as a retirement plan provider and the last thing you need...

Ary Rosenbaum, That 401(k) Guy

The Sample QDRO

  It’s funny in a sense that the people who should be most experienced with Qualifi...

Ary Rosenbaum, That 401(k) Guy

They’re tearing down OJC

In the Rod Serling show, Night Gallery, Serling wrote the episode: “They’re Tearing Do...

Ary Rosenbaum, That 401(k) Guy