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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

The Prop Up

The idea of the prop up, and my issues with it, probably started around the 5th grade at ...

Ary Rosenbaum, That 401(k) Guy

The audits might be coming

I have handled more audits in the past six months, than in the past 5 years. Whether itâ€...

Ary Rosenbaum, That 401(k) Guy

The craziness of concert ticket prices

When you have no money, you spend a lot more than you do. At least, that was for me. When...

Ary Rosenbaum, That 401(k) Guy

I can’t imagine the cold emails work

I handle my investments. I work with financial advisors around the country, they are the ...

Ary Rosenbaum, That 401(k) Guy

Audit rule will put some PEPs out to pasture

It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1...

Ary Rosenbaum, That 401(k) Guy

Define small

I will reiterate that almost all small and medium-sized 401(k) plans are immune from 401(...

Ary Rosenbaum, That 401(k) Guy

State mandated plans help the lower paid

My daughter works at the local pizzeria. I can’t imagine they would offer a retirement ...

Ary Rosenbaum, That 401(k) Guy