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I don’t get the push for ESG

While the Biden-led Department of Labor (DOL) has given the green light for environmental...

Ary Rosenbaum, That 401(k) Guy

More consolidation as World Insurance Associates Acquires Pensionmark

The consolidation in the retirement plan industry continues as World Insurance Associates...

Ary Rosenbaum, That 401(k) Guy

Phoenix conference rescheduled for May 10th

That 401(k) Conference at Chase Field has been rescheduled for Tuesday, May 10th with gue...

Ary Rosenbaum, That 401(k) Guy

I’ll say it, don’t allow crypto in your 401(k) plan

In the movie Casino, Robert DeNiro as Sam Rothstein wanted to take on the Nevada Gaming B...

Ary Rosenbaum, That 401(k) Guy

Make things easier, match at the end of the year

I served almost 10 years as an ERISA attorney for two third-party administration (TPAs) f...

Ary Rosenbaum, That 401(k) Guy

The Godfather turns 50

I was probably 9 or 10 when I was interested in The Godfather. It wasn’t a movie for a ...

Ary Rosenbaum, That 401(k) Guy

Survey says: People are going to b leery of government run plans

We can certainly our disagreements politically, but I always believe that when given a ch...

Ary Rosenbaum, That 401(k) Guy

Check out Plan Notice

I hear a lot of ideas about retirement plans and a lot of them aren’t very good. I also...

Ary Rosenbaum, That 401(k) Guy

HUB makes another acquisition

As we have a continuing consolidation of the retirement plan business, the big get bigger...

Ary Rosenbaum, That 401(k) Guy

Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) p...

Ary Rosenbaum, That 401(k) Guy