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Let the TPA do their job

As a financial advisor, you’ve been volunteered as a plan ombudsman and the problem is ...

Ary Rosenbaum, That 401(k) Guy

Focusing on fees, blinds you

For the past 9 1/2 years, fee disclosure has certainly helped you as a plan sponsor to fi...

Ary Rosenbaum, That 401(k) Guy

There is a difference between TPAs

In any service industry, the quality of service and price can be far and wide. While peop...

Ary Rosenbaum, That 401(k) Guy

New PEP provider buys Stadion

The consolidation of the retirement plan business has not let up Smart, a British comp...

Ary Rosenbaum, That 401(k) Guy

Raskin’s book is a home run

When I was a law student at American University Washington College of Law (WCL), I was a ...

Ary Rosenbaum, That 401(k) Guy

Research who you will partner up with

It seemed like a good idea at the time, replacing Matt Hutcheson as the fiduciary of an o...

Ary Rosenbaum, That 401(k) Guy

Changing TPAs, “don’t go into business for yourself”

Changing third-party administrators (TPAs) isn’t fun. If you have to for it, do it. How...

Ary Rosenbaum, That 401(k) Guy

ARA sues NIPA

Litigation isn’t fun, but there are times when you have to sue to protect your rights. ...

Ary Rosenbaum, That 401(k) Guy

401(k) plans more costly than DB plans? Only if you look one way

I like when people state the obvious, but the concept is way over their head. The Nati...

Ary Rosenbaum, That 401(k) Guy

It has to be all about intent

I live in an unincorporated village on Long Island and I’m always amused by the people ...

Ary Rosenbaum, That 401(k) Guy