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Platinum launches first 403(b) PEP

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is be...

Ary Rosenbaum, That 401(k) Guy

Get the best of both worlds with live and virtual Conferences

For a limited time, any plan provider that sponsors a speaking slot for our conference in...

Ary Rosenbaum, That 401(k) Guy

Politics is scaring ESG investments away

Thanks to politics, I have advised plan sponsors not to pursue ESG investments for their ...

Ary Rosenbaum, That 401(k) Guy

Matching is a lure

Cash isn’t king anymore, matching contributions are. Workers value 401(k) matching c...

Ary Rosenbaum, That 401(k) Guy

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofess...

Ary Rosenbaum, That 401(k) Guy

The problem with bigger

I know quite a few advisors that get upset when a plan provider is inching toward being a...

Ary Rosenbaum, That 401(k) Guy

You’re not for them, move on

You’re at a sales meeting and the current plan provider is just doing a terrible job of...

Ary Rosenbaum, That 401(k) Guy

The After Tax Catch Up is a concern

One of SECURE 2.0’s interesting provisions was that people who are highly compensated e...

Ary Rosenbaum, That 401(k) Guy

DOL trying to make it easier to terminate abandoned plans

The Department of Labor (DOL) has filed a rule proposal that will make it easier to wind ...

Ary Rosenbaum, That 401(k) Guy

There are still 401(k) advisors who don’t know what they’re doing

Years ago, most financial advisors were not aware of their role as retirement plan adviso...

Ary Rosenbaum, That 401(k) Guy