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Clues that it’s time for a plan review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revi...

Ary Rosenbaum, That 401(k) Guy

Some Answers to Questions

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...

Ary Rosenbaum, That 401(k) Guy

Yes, I support TPAs

When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. M...

Ary Rosenbaum, That 401(k) Guy

Advertising won’t fix it

Over the years, I worked with many organizations starting back with student political org...

Ary Rosenbaum, That 401(k) Guy

Mark my words: Crypto in 401(k) is inevitable

While some providers were offering Crypto windows in 401(k) plans, I was vehemently again...

Ary Rosenbaum, That 401(k) Guy

ERISA is 50

The Employee Retirement Income Security Act (ERISA) turns 50 this year and I didn’t buy...

Ary Rosenbaum, That 401(k) Guy

Advisors should play nicely with other providers

What makes a good retirement plan financial advisor? Well, it takes attention to detail, ...

Ary Rosenbaum, That 401(k) Guy

My Two Cents: Don’t Trust Anybody on hardship distributions

The reason I never hired an employee is because I was an employee once too. I had co-work...

Ary Rosenbaum, That 401(k) Guy

An Educational Policy Statement is just paper

Any type of item that keeps you health is a good thing as long as you use it. So the flos...

Ary Rosenbaum, That 401(k) Guy

Deadpool and Wolverine is what MCU and Disney needed

Every successful movie franchise will hit a brick wall. For James Bond, it was Licence To...

Ary Rosenbaum, That 401(k) Guy