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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

Those autographs are worthless

My son is a big sports nut, bigger than I’ll ever be. I indulge him with autograph even...

Ary Rosenbaum, That 401(k) Guy

IRS issues Emergency Savings Account guidance

The Internal Revenue Service (IRS) issued Notice 2024-22, which provided initial guidance...

Ary Rosenbaum, That 401(k) Guy

The student loan match

I graduated from school in 1998. 2023 was the year that all my loans were paid off, loans...

Ary Rosenbaum, That 401(k) Guy

Fidelity adds annuity option

Fidelity is offering a new solution, that will allow employees to convert all or a portio...

Ary Rosenbaum, That 401(k) Guy

Reduce expenses and then re-allocate for forfeitures

The practice of forfeitures in 401(k) plans was to reallocate or reduce contributions. Th...

Ary Rosenbaum, That 401(k) Guy

The problem with Bitcoin ETFs

Until they say otherwise, the Department of Labor (DOL) doesn’t want to see crypto in 4...

Ary Rosenbaum, That 401(k) Guy

The mortgage is paid off

There are few regrets in life, but buying a house in Oceanside is at the top of the list....

Ary Rosenbaum, That 401(k) Guy