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You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a ver...

Ary Rosenbaum, That 401(k) Guy

Just another TPA error

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. ...

Ary Rosenbaum, That 401(k) Guy

There is a difference in my job

There are two major differences that I see in being an attorney when I worked for 9 years....

Ary Rosenbaum, That 401(k) Guy

The Retirement Plan Dentist

About 20 or so years ago, there was a medical report that dental plaque could cause heart ...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of th...

Ary Rosenbaum, That 401(k) Guy

The theory of 401(k) peak litigation

I always loved the movie Donnie Brasco, it’s a great story about the non-glamorous side ...

Ary Rosenbaum, That 401(k) Guy

Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM...

Ary Rosenbaum, That 401(k) Guy

They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for t...

Ary Rosenbaum, That 401(k) Guy

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, ...

Ary Rosenbaum, That 401(k) Guy

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone...

Ary Rosenbaum, That 401(k) Guy