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Survey shows advisors avoid rollovers

A new finding from Pontera shows that financial advisors prefer 401(k)s over individual r...

Ary Rosenbaum, That 401(k) Guy

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for colleg...

Ary Rosenbaum, That 401(k) Guy

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares a...

Ary Rosenbaum, That 401(k) Guy

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was b...

Ary Rosenbaum, That 401(k) Guy

BOA shows gender gap

Bank of America released its 2023 Financial Life Benefits Impact Report. The study sho...

Ary Rosenbaum, That 401(k) Guy

Yale wins 403(b) lawsuit

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. ...

Ary Rosenbaum, That 401(k) Guy

How to make sure the enrollment meetings aren’t like funerals

When it comes to oral or written communications, it’s important that you play to your a...

Ary Rosenbaum, That 401(k) Guy

Use that scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be ...

Ary Rosenbaum, That 401(k) Guy

$200 million in six years? Not much if you ask me

OregonSaves was the first state-based auto-IRA program and has reached $200 million in as...

Ary Rosenbaum, That 401(k) Guy

One Digital buys Stone Street

OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consultin...

Ary Rosenbaum, That 401(k) Guy