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Stealing plan assets is a dumb crime

Perhaps it is a result of the terrible economy for the last few years or perhaps more sup...

Ary Rosenbaum, That 401(k) Guy

Schwab shows gain in self directed brokerage accounts

You know I’m not in favor of self-directed brokerage accounts (SDBAs), but they are sti...

Ary Rosenbaum, That 401(k) Guy

American Airlines pilot sues over ESG in 401(k) plan

As I always say, if you’re a retirement plan sponsor, you can be sued over anything, re...

Ary Rosenbaum, That 401(k) Guy

The High School Changeling

“High school was my personal Vietnam,” I said in many of my articles over the years, ...

Ary Rosenbaum, That 401(k) Guy

This Catch Up Roth change is going to be fun and it’s going to be a hot mess

To pay for the tax savings implemented by SECURE 2.0, there was a huge tax revenue earner...

Ary Rosenbaum, That 401(k) Guy

Pick your battles

If I have to say one sad thing about my experiences is that I try to get along with peopl...

Ary Rosenbaum, That 401(k) Guy

If it gets people to save, it’s a good thing

When we had our inaugural Retirement Roundtable during That 401(k) National Virtual Confe...

Ary Rosenbaum, That 401(k) Guy

Make sure you have contracts for everything

The reason you have contracts is really to detail the deal that you have. While people th...

Ary Rosenbaum, That 401(k) Guy

The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the cl...

Ary Rosenbaum, That 401(k) Guy

State programs are the places to get clients

A lot of people with a Libertarian streak hate state-mandated IRA programs. Even with my ...

Ary Rosenbaum, That 401(k) Guy