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Keep it Simple, Stupid

When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid. &...

Ary Rosenbaum, That 401(k) Guy

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of...

Ary Rosenbaum, That 401(k) Guy

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s busine...

Ary Rosenbaum, That 401(k) Guy

Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sp...

Ary Rosenbaum, That 401(k) Guy

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