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How To Hire A 401k Investment Adviser

Employer plan sponsors often ask me which investment adviser credentials are most importan...

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

Millennial’s – The exhaustive guide to earning a million dollars while living in your parents basement and working from coffee shops

According to Pew Research, Millennials are categorized as individuals born after 1980. For...

Andrew Rader, Financial Advisor

The Unintended Consequences of The Fiduciary Rule #1: B/Ds eating those Legal Bills

When there is any change put into place, there is always going to be a whole list of unint...

Ary Rosenbaum, That 401(k) Guy

How 401(k) Plan Sponsors Can Improve Their Plan At Little Cost

There are many ways that a retirement plan sponsor can improve their 401(k) plan, but they...

Ary Rosenbaum, That 401(k) Guy

Open MEPs to make a Comeback?

The Senate’s Committee on Finance has approved a bill that would open the door for emplo...

Ary Rosenbaum, That 401(k) Guy

Avoid Giving Away Your Services for Free

As a former, recovering Vice President of a synagogue, I’m always interested in how othe...

Ary Rosenbaum, That 401(k) Guy

Welcome to that401ksite.com

Welcome to that401ksite.com (again). You’re probably asking yourself: “why do we need ...

Ary Rosenbaum, That 401(k) Guy

Interview: Sheldon Geller, Stone Hill Fiduciary Management

You wouldn’t be reading this interview on this website or know who I was if Sheldon Gell...

Ary Rosenbaum, That 401(k) Guy

Survivor is Life

Gunsmoke lasted 20 years and the original Law & Order lasted the same amount of time. ...

Ary Rosenbaum, That 401(k) Guy

There’s more to auditing 401(k) Plans than just the financials

When I was working in a CPA firm, the 3rd Party Administrators would always fight us on te...

Alfred Lutfy, CPA