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Full Circle in Montreal

The last time I was in Montreal, I was nine years old. My parents took me there in 1981, ...

Ary Rosenbaum, That 401(k) Guy

Navigating the DOL’s Next Fiduciary Move

The U.S. Department of Labor has announced plans to revisit and likely revise the fiducia...

Ary Rosenbaum, That 401(k) Guy

The DOL Opens the Door: Managed Accounts Meet Lifetime Income

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that...

Ary Rosenbaum, That 401(k) Guy

The LinkedIn Sales Pitch That Misses the Point

I love networking on LinkedIn. Some of the best connections I’ve made in this business,...

Ary Rosenbaum, That 401(k) Guy

The Last Boy Scout

When I was younger, I wanted to get along. I really did. I wanted to keep the peace, stay...

Ary Rosenbaum, That 401(k) Guy

When the IRS Comes Knocking — And You Tossed the Evidence

Working on an IRS audit is hard enough. But what’s even harder? When you discover the p...

Ary Rosenbaum, That 401(k) Guy

2026 Is Coming — And It’s a Stress Test for Plan Sponsors

2025 has already been a roller coaster for plan sponsors—regulatory change, cybersecuri...

Ary Rosenbaum, That 401(k) Guy

New York’s State Retirement Plan — Here Comes Mandate (Brace Yourself)

Well, here’s a headline you didn’t see coming… or maybe you did, because this is ex...

Ary Rosenbaum, That 401(k) Guy

Another Big Fish in the 401(k) Pond

So, Creative Planning just bought SageView Advisory. Another week, another acquisition in...

Ary Rosenbaum, That 401(k) Guy

The $1,000 Boost and the 2026 Catch-Up Curveball

As we peer into the not-too-distant horizon of 2026, the forecasted changes to 401(k) con...

Ary Rosenbaum, That 401(k) Guy