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I will never understand a TPA asset based fee

I’m stubborn and there are just some things I don’t understand, so hear me out.  ...

Ary Rosenbaum, That 401(k) Guy

Some random thoughts on the retirement plan business

Cost is an overused consideration for picking plan providers, value and quality are under...

Ary Rosenbaum, That 401(k) Guy

Proposal for tax fee plan withdrawals for LTC premiums

I’m not a fan of reporting legislation, but this piqued my interest. Sen. Pat Toomey (R-...

Ary Rosenbaum, That 401(k) Guy

Schwab to buy TD Ameritrade

Charles Schwab, the largest publicly traded discount brokerage firm and of the largest cus...

Ary Rosenbaum, That 401(k) Guy

Houston, we have a Conference

With a Dallas event at AT&T Stadium in Arlington for December 13th, we will be back in...

Ary Rosenbaum, That 401(k) Guy

Amazon taps Fidelity for its 401(k)

Amazon is a mover and shaker in e-commerce and they have a pretty large 401(k) plan now. A...

Ary Rosenbaum, That 401(k) Guy

Signs of an unhealthy plan

When it comes to your health, there are certain symptoms you should look out for that coul...

Ary Rosenbaum, That 401(k) Guy

Make sure RMDs are made

In the past 35 years, it changed on who had to take out a required minimum distribution (R...

Ary Rosenbaum, That 401(k) Guy

New study suggests more funds on a lineup

Studies previously showed that participation rates in a 401(k) plan are negatively impacte...

Ary Rosenbaum, That 401(k) Guy

TDF Analysis Is Par For The Course

As part of an analysis, Fidelity Investments compared average asset allocations of partici...

Ary Rosenbaum, That 401(k) Guy