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Southfork, Full Circle: A Dallas Kid Meets the Ewings

Dallas has always been my favorite television show, and it’s not just nostalgia. I was ...

Ary Rosenbaum, That 401(k) Guy

Happy Clients Never Leave

In the retirement plan business, I’ve watched too many plan providers obsess over compe...

Ary Rosenbaum, That 401(k) Guy

The Road to Hell… and Retirement Plans

One of my favorite sayings is: “The road to hell is paved with good intentions.” To m...

Ary Rosenbaum, That 401(k) Guy

Finally, a Fantastic Fantastic Four

I’ve been a fan of the Fantastic Four for over 40 years. Reed, Sue, Johnny, and Ben—M...

Ary Rosenbaum, That 401(k) Guy

Let Young Workers Save—It’s About Time

If you’re old enough to flip burgers, serve coffee, or serve your country at 18, you sh...

Ary Rosenbaum, That 401(k) Guy

Private Equity in 401(k) Plans? Tread Carefully

Word on the street is that President Trump plans to issue an executive order promoting pr...

Ary Rosenbaum, That 401(k) Guy

Small Employers + PEPs: The DOL Wants Your Input

The Department of Labor’s Employee Benefits Security Administration (EBSA) just dropped...

Ary Rosenbaum, That 401(k) Guy

When 401(k) Contributions Disappear: The Harsh Lessons of Micone v. iProcess Online, Inc.

You can cut corners in business. You can play fast and loose with your vendor contracts. ...

Ary Rosenbaum, That 401(k) Guy

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs,...

Ary Rosenbaum, That 401(k) Guy

Only the Good Die Young, But Billy Joel Lives Forever on Long Island

By law, at least by Long Island law, you’re required to love Billy Joel. It’s like ba...

Ary Rosenbaum, That 401(k) Guy