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The things about awards

You will hear about how certain retirement plan providers have won awards. Awards are imp...

Ary Rosenbaum, That 401(k) Guy

Hand it over and print it up

I have been doing government audits of retirement plans for over 25 years. The technology...

Ary Rosenbaum, That 401(k) Guy

Vestwell gets more financing

Vestwell has raised $125 million in a Series D fundraising round led by Lightspeed Ventur...

Ary Rosenbaum, That 401(k) Guy

The one thing people have problem with the most

If there is one thing that over time, I’ve realized that people have a problem with the...

Ary Rosenbaum, That 401(k) Guy

We are shaped by our experiences

When I used to write the annual article that Paychex and ADP were lousy third-party admin...

Ary Rosenbaum, That 401(k) Guy

When markets sink, plan sponsors lose interest

When I worked for third-party administrators (TPAs), nothing hurt prospecting more than a...

Ary Rosenbaum, That 401(k) Guy

Carson adds another advisory firm to its network

The Carson Group is adding Oakeson Steiner Wealth & Retirement to its network of more...

Ary Rosenbaum, That 401(k) Guy

SDBA Account Balances are down

Schwab’s Q3 2023 SDBA Indicators Report, a report on self directed brokerage accounts (...

Ary Rosenbaum, That 401(k) Guy

Keybank offers PEP

KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan fo...

Ary Rosenbaum, That 401(k) Guy

Don’t change that seat

I hate what they have done to the airlines. For everything, there is a charge. I’m not ...

Ary Rosenbaum, That 401(k) Guy