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Don’t Be the Smartest Person in the Room—Be the Most Useful

In this business, every conference has that one person who wants everyone to know they’...

Ary Rosenbaum, That 401(k) Guy

Data Is the New ERISA Section 404

When I started in this business, plan sponsors worried about lost checks. Now, they shoul...

Ary Rosenbaum, That 401(k) Guy

The Mirage of Simplicity

I’ve been in this business long enough to know that the only thing “simple” about a...

Ary Rosenbaum, That 401(k) Guy

The Fiduciary Rule Roller Coaster (Again)

Somewhere in Washington, someone at the Department of Labor must have a “Fiduciary Rule...

Ary Rosenbaum, That 401(k) Guy

Tell Your 401(k) Provider What’s Going On

Working with a plan sponsor recently, I was helping sort out a late Form 5500 issue. Pret...

Ary Rosenbaum, That 401(k) Guy

Full Circle in Montreal

The last time I was in Montreal, I was nine years old. My parents took me there in 1981, ...

Ary Rosenbaum, That 401(k) Guy

Navigating the DOL’s Next Fiduciary Move

The U.S. Department of Labor has announced plans to revisit and likely revise the fiducia...

Ary Rosenbaum, That 401(k) Guy

The DOL Opens the Door: Managed Accounts Meet Lifetime Income

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that...

Ary Rosenbaum, That 401(k) Guy

The LinkedIn Sales Pitch That Misses the Point

I love networking on LinkedIn. Some of the best connections I’ve made in this business,...

Ary Rosenbaum, That 401(k) Guy

The Last Boy Scout

When I was younger, I wanted to get along. I really did. I wanted to keep the peace, stay...

Ary Rosenbaum, That 401(k) Guy