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When working with plan providers, don’t burn your bridges

For the last two months, I had two phone call conversations with plan providers that I ha...

Ary Rosenbaum, That 401(k) Guy

Voya completes One America deal

In a further consolidation of the retirement plan business, Voya Financial, Inc. announce...

Ary Rosenbaum, That 401(k) Guy

Walgreens Announces Student Match Program

Walgreens, one of the largest retail pharmacy and healthcare providers, announced the lau...

Ary Rosenbaum, That 401(k) Guy

DOL Launches Lost and Found Database

The Department of Labor’s Employee Benefits Security Administration (EBSA) launched the...

Ary Rosenbaum, That 401(k) Guy

A SIMPLE Plan isn’t so simple

Small business plans that require no testing such as a SIMPLE IRA sound great on paper, b...

Ary Rosenbaum, That 401(k) Guy

Need to be vigilant on keeping those 401(k) deferrals

With a new administration in the White House, tax legislation will certainly be on the pl...

Ary Rosenbaum, That 401(k) Guy

I’m not concerned with the DOL and CIA agreements

Rep. Virginia Foxx (R-N.C.) asked for an investigation into the Department of Labor’s (...

Ary Rosenbaum, That 401(k) Guy

Do what’s right for the client

As many of you know, a substantive part of my income is independent fiduciary work. Wheth...

Ary Rosenbaum, That 401(k) Guy

Employees will screw up, be honest in fixing it

“A lot of holes in the desert, and a lot of problems are buried in those holes. But you...

Ary Rosenbaum, That 401(k) Guy

Great selling, but be right

There are a lot of people in the retirement plan business that are great at selling. I al...

Ary Rosenbaum, That 401(k) Guy