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Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are...

Ary Rosenbaum, That 401(k) Guy

The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservat...

Ary Rosenbaum, That 401(k) Guy

Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (M...

Ary Rosenbaum, That 401(k) Guy

The Value and Worthlessness of Baseball Cards

The Menodza Line in baseball is a batting average of .200 and it’s named after Seattle M...

Ary Rosenbaum, That 401(k) Guy

The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someon...

Ary Rosenbaum, That 401(k) Guy

I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have establis...

Gina Migliore, Priority Pension Services, Inc. (AFI)

How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that ...

Ary Rosenbaum, That 401(k) Guy

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401...

Alfred Lutfy, CPA

$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest...

Ary Rosenbaum, That 401(k) Guy

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of...

Ary Rosenbaum, That 401(k) Guy