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I’m not making money off referrals

Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle ...

Ary Rosenbaum, That 401(k) Guy

DOL releases new fiduciary rule

What is old is new again. Again, the Department of Labor (DOL) is trying to unveil a new ...

Ary Rosenbaum, That 401(k) Guy

DOL wants help on retirement plan lost and found

The Department of Labor (DOL) issued a proposed information collection request (ICR) to h...

Ary Rosenbaum, That 401(k) Guy

Paychex sued over distribution checks

Paychex is fighting a lawsuit by a participant claiming their distribution check was stol...

Ary Rosenbaum, That 401(k) Guy

Vanguard to exit small business plan administration space

Ascensus has entered into an agreement to acquire Vanguard’s Individual 401(k), Mul...

Ary Rosenbaum, That 401(k) Guy

The DOL is here to help

I got an urgent phone call on Friday at 5 pm from a plan sponsor with a unique situation....

Ary Rosenbaum, That 401(k) Guy

Participants and plan sponsors need to be on guard for the scams

A law firm partner sends an email to another partner that he’s in trouble, and that the...

Ary Rosenbaum, That 401(k) Guy

The college thing

As the story goes, I went to a really good high school in Brooklyn and didn’t try very ...

Ary Rosenbaum, That 401(k) Guy

Survey shows lack of interest of retirement plan as an employee benefit

A survey conducted by the 401(k)-platform, Guideline, found that while employers and empl...

Ary Rosenbaum, That 401(k) Guy

CPAs have the best plans?

According to the latest Judy Diamond Report, certified public accountant firms have the b...

Ary Rosenbaum, That 401(k) Guy