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ERISA changes under Trump? Your guess is as good as mine

As January 20th approaches, people in this business will question what a second Trump adm...

Ary Rosenbaum, That 401(k) Guy

This Too Shall Pass

Now the Presidential election is over, can all those still on the cliff, move back inside...

Ary Rosenbaum, That 401(k) Guy

Changes have to be smooth

I hate moving. I’ve lived in the same house now for 19 years and I dread the idea of mo...

Ary Rosenbaum, That 401(k) Guy

IRS has a tough time with the 5500 “zig zag”

The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor ...

Ary Rosenbaum, That 401(k) Guy

The bonus problem

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300...

Ary Rosenbaum, That 401(k) Guy

Clorox wins forfeiture case

A class action complaint over the Clorox’s handling of forfeitures in their 401(k) plan...

Ary Rosenbaum, That 401(k) Guy

Expect Bitcoin in 401(k) plans with Trump

Bitcoin investors love Donald Trump because he fully supported Bitcoin and invited people...

Ary Rosenbaum, That 401(k) Guy

Trump won, now what?

Yogi Berra said it best, “It’s like déjà vu all over again.” We have ...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference returns to KC

For the first time, That 401(k) Conference returns to the same venue. On Friday, May 9, 2...

Ary Rosenbaum, That 401(k) Guy

GAO states the obvious on disclosures and fees

The United States Government Accountability Office (GAO) released a report on the impact ...

Ary Rosenbaum, That 401(k) Guy