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The thing about stealing plan assets

The recent news about RiversEdge, the Third-Party Administrator (TPA) accused of stealing...

Ary Rosenbaum, That 401(k) Guy

IPod R.I.P.

The iPod and the iTunes store were the products that saved Apple. I remember in the 1990s...

Ary Rosenbaum, That 401(k) Guy

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness ...

Ary Rosenbaum, That 401(k) Guy

Need to communicate better with Start Up Credits

We live in a day and age where information is at our fingertips. Anything we want to know...

Ary Rosenbaum, That 401(k) Guy

Yes, student loans impact deferral rates and account balances

A recent study showed that student loan debt has a negative impact on deferral rates and ...

Ary Rosenbaum, That 401(k) Guy

Ascensus and American Funds bring PEP to market

Ascensus and American Funds have finally brought their pooled employer plan (PEP) to mark...

Ary Rosenbaum, That 401(k) Guy

CITs in 403(b) plans need to be a thing

Collective Investment Trust investments were supposed to be a thing for 403(b) plans. It ...

Ary Rosenbaum, That 401(k) Guy

One America is now One America Financial

OneAmerica Financial Partners Inc. announced a rebranding to OneAmerica Financial from si...

Ary Rosenbaum, That 401(k) Guy

Verify the resume is true

Thankfully, it’s been about 13 years since I’ve had a resume. It wasn’t a fun job a...

Ary Rosenbaum, That 401(k) Guy

The Cash-out Limit change is a no brainer

For over 25 years, the involuntary cash-out limit was $5,000. Now, we have an increase. A...

Ary Rosenbaum, That 401(k) Guy