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It’s legal until it’s not

Shelf space payments where mutual fund companies pay to get access on a particular 401(k) ...

Ary Rosenbaum, That 401(k) Guy

Just correct those errors

We all know that when we make a mistake, it’s best that we correct them. Yet too many pl...

Ary Rosenbaum, That 401(k) Guy

They won’t tell you why they’re pissed

I was very outspoken in law school, complaining some of the injustices and hypocrisy that ...

Ary Rosenbaum, That 401(k) Guy

Get those contracts reviewed

  I had a plan sponsor forward me a contract they received from their financial advis...

Ary Rosenbaum, That 401(k) Guy

DOL Final MEP Rule: Again, Much About Nothing

In news that was far from earth-shattering, The Department of Labor (DOL) announced a fina...

Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference, you won’t feel you got burned

That 401(k) National Conference, you won’t feel you got burned by Ary Rosenbaum   W...

Ary Rosenbaum, That 401(k) Guy

Is your SIMPLE IRA plan ready for an IRS audit?

If you sponsor a Savings Incentive Match Plan for Employees (SIMPLE) and have not had the ...

J. Timothy Corle, CPC, CFP®

Plan providers and the beauty of a direct fee

For my first year of law school, I had a renowned criminal law professor. He had a penchan...

Ary Rosenbaum, That 401(k) Guy

The narrowing 401(k) margins

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be ab...

Ary Rosenbaum, That 401(k) Guy

The worst owner in. sports? It’s not even close

Ever since Donald Sterling was forced to sell the Los Angeles Clippers by the NBA for bein...

Ary Rosenbaum, That 401(k) Guy