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Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be ...

Ary Rosenbaum, That 401(k) Guy

Investment education is about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans...

Ary Rosenbaum, That 401(k) Guy

Ary’s Pick’em

When it comes to entertainment, there are some choices to make on what was better, so this...

Ary Rosenbaum, That 401(k) Guy

Cheers: one of the greatest shows ever

With my own practice, I do have little time to watch anything. It’s usually some wrestli...

Ary Rosenbaum, That 401(k) Guy

The drawback on consolidation

There has been tremendous consolidation in the retirement plan marketplace, especially in ...

Ary Rosenbaum, That 401(k) Guy

The House passes the SECURE Act, but hold your horses

The House of Representatives easily passed the SECURE act, which has significant changes t...

Ary Rosenbaum, That 401(k) Guy

DOL sets up new fiduciary rule for December

The Department of Labor (DOL) will propose a new fiduciary rule in December, which will se...

Ary Rosenbaum, That 401(k) Guy

Cut through the fiduciary advertising and make sure you get what you were promised

Advertising is a great medium and it’s a medium that could often be confusing to the con...

Ary Rosenbaum, That 401(k) Guy

Keep track of former participants

When employees terminate, I feel they will immediately take a distribution from their 401(...

Ary Rosenbaum, That 401(k) Guy

A majority of plan have automatic enrollment, but some work to do

  A majority of 401(k) plans supposedly have an automatic enrollment feature. This is...

Ary Rosenbaum, That 401(k) Guy