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Creative Planning buys Mesirow team

Registered investment advisor (RIA) Creative Planning announced the purchase of Mesirowâ€...

Ary Rosenbaum, That 401(k) Guy

DOL proposed new fiduciary rule

The Department of Labor proposed a new fiduciary rule. The proposed rule would end the...

Ary Rosenbaum, That 401(k) Guy

Bitcoin will be visited again

Despite my concerns about allowing crypto options in 401(k) plans, that issue will be bac...

Ary Rosenbaum, That 401(k) Guy

Let go of the anger

A friend of mine advised me of the recent death of the owner of a third-party administrat...

Ary Rosenbaum, That 401(k) Guy

You have to make money

Before I officially started my own practice as my sole revenue generator in 2010, I start...

Ary Rosenbaum, That 401(k) Guy

Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have...

Ary Rosenbaum, That 401(k) Guy

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that...

Ary Rosenbaum, That 401(k) Guy

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure...

Ary Rosenbaum, That 401(k) Guy

United sues advisory firm for SBDA loan scheme

United Airlines has filed a lawsuit over an alleged scheme with an advisory firm and a sc...

Ary Rosenbaum, That 401(k) Guy

The Rollover problem

When a friend or family member asks for advice upon leaving a job, I always tell them to ...

Ary Rosenbaum, That 401(k) Guy