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That 401(k) Conference Heads to Chicago and Denver!

If you’ve been to one of That 401(k) Conferences before, you already know it’s not yo...

Ary Rosenbaum, That 401(k) Guy

When 401(k) Competition Turns into Corporate Espionage

So the 401(k) world just dropped an episode of “Corporate Spy vs. Corporate Spy” (wit...

Ary Rosenbaum, That 401(k) Guy

Coming This January: That 401(k) Plan Provider Handbook by Ary Rosenbaum

After 401(k)’d, The Greatest 401(k) Book Sequel Ever, and Full Circle, I figured it was...

Ary Rosenbaum, That 401(k) Guy

When the Loan Defaults Come Home: A Fiduciary Wake-Up Call

When I read that Securian Financial is joining forces with Custodia Financial to bring th...

Ary Rosenbaum, That 401(k) Guy

Fiduciary Gamechanger: The Cornell 403(b) Decision and What It Means for You

If after decades of advising retirement-plans I learned one thing, it’s this: The law d...

Ary Rosenbaum, That 401(k) Guy

When “Trust the Advisor” Isn’t Enough: Lessons from the Elanco TDF Case

I’ve always said, “You’re only one rigorous process away from averting a major fidu...

Ary Rosenbaum, That 401(k) Guy

Meeting Gene Simmons: From Haifa to KISS Night

I schlepped two and a half hours to meet Gene Simmons at the Chill Out Expo, and I’d do...

Ary Rosenbaum, That 401(k) Guy

The Silence of the Minutes

If you ever want to know how strong your fiduciary process really is, don’t look at the...

Ary Rosenbaum, That 401(k) Guy

The Myth of Financial Wellness in a Vacuum

Every year, I see plan sponsors spend thousands on shiny “financial wellness” program...

Ary Rosenbaum, That 401(k) Guy

One Shot to Get It Right

In the retirement plan world, there aren’t many do-overs. You don’t get to “try aga...

Ary Rosenbaum, That 401(k) Guy