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Oregon opens up small business plan for individuals

Oregon announced that their OregonSaves retirement program will now allow individuals, suc...

Ary Rosenbaum, That 401(k) Guy

Vanguard to offer HSAs, interest will be increased

As I’ve been saying for a while, advisors need to offer health savings accounts (HSAs) t...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference to hit Atlanta in April

I’m proud to announce that That 401(k) Conference will be held in Atlanta at SunTrust Pa...

Ary Rosenbaum, That 401(k) Guy

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably c...

Ary Rosenbaum, That 401(k) Guy

They will remember what you do for them, good and bad

The retirement plan business is a relationship-driven business and I learned from the best...

Ary Rosenbaum, That 401(k) Guy

The need to avoid the old mistakes of Open MEPs

As we await the Department of Labor’s (DOL) guidance pursuant to President Trump’s exe...

Ary Rosenbaum, That 401(k) Guy

Make sure participant records are secure

Being a plan sponsor is difficult because you’re a plan fiduciary which requires the hig...

Ary Rosenbaum, That 401(k) Guy

The boogeyman of MEPs

When they’re always talking about multiple employer plans (MEPs) and the tribulations wi...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Philly

The third edition of That 401(k) Conference was held at Citizens Bank Park in Philadelphia...

Ary Rosenbaum, That 401(k) Guy

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told m...

Ary Rosenbaum, That 401(k) Guy