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The DOL is Right to Scrap the Annuity Safe Harbor

The Insured Retirement Institute (IRI) is once again carrying water for the annuity indus...

Ary Rosenbaum, That 401(k) Guy

Trump Accounts: What Employers Need to Know

When Congress passes a bill with a title like the “One Beautiful Bill,” you can alrea...

Ary Rosenbaum, That 401(k) Guy

Private Markets in 401(k) Plans: An Opportunity or a Pandora’s Box?

A new Empower survey has made some waves in the retirement plan industry. According to th...

Ary Rosenbaum, That 401(k) Guy

Bank of America’s Forfeiture Case Survives Motion to Dismiss

One of my favorite movie scenes in Donnie Brasco is when Lefty and the crew bust open cit...

Ary Rosenbaum, That 401(k) Guy

Sentara Healthcare and the Perils of Fiduciary Oversight

When it comes to retirement plan litigation, the common theme I’ve noticed over the yea...

Ary Rosenbaum, That 401(k) Guy

The problem of the de-conversion process

Years ago, back in law school, I was the Executive Editor of the student news magazine. I...

Ary Rosenbaum, That 401(k) Guy

Southfork, Full Circle: A Dallas Kid Meets the Ewings

Dallas has always been my favorite television show, and it’s not just nostalgia. I was ...

Ary Rosenbaum, That 401(k) Guy

Happy Clients Never Leave

In the retirement plan business, I’ve watched too many plan providers obsess over compe...

Ary Rosenbaum, That 401(k) Guy

The Road to Hell… and Retirement Plans

One of my favorite sayings is: “The road to hell is paved with good intentions.” To m...

Ary Rosenbaum, That 401(k) Guy

Finally, a Fantastic Fantastic Four

I’ve been a fan of the Fantastic Four for over 40 years. Reed, Sue, Johnny, and Ben—M...

Ary Rosenbaum, That 401(k) Guy