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Fidelity adds annuity option

Fidelity is offering a new solution, that will allow employees to convert all or a portio...

Ary Rosenbaum, That 401(k) Guy

Reduce expenses and then re-allocate for forfeitures

The practice of forfeitures in 401(k) plans was to reallocate or reduce contributions. Th...

Ary Rosenbaum, That 401(k) Guy

The problem with Bitcoin ETFs

Until they say otherwise, the Department of Labor (DOL) doesn’t want to see crypto in 4...

Ary Rosenbaum, That 401(k) Guy

The mortgage is paid off

There are few regrets in life, but buying a house in Oceanside is at the top of the list....

Ary Rosenbaum, That 401(k) Guy

Tell the employees the truth

I always say the two worst things you can give people are false praise and false hope. On...

Ary Rosenbaum, That 401(k) Guy

Why would any employer do this?

SECURE 2.0 allows employers the opportunity to offer matching contributions and profit-sh...

Ary Rosenbaum, That 401(k) Guy

The De Minimis incentive rule

When I was in college, I would run events, and one of the ways to do it, was free food. A...

Ary Rosenbaum, That 401(k) Guy

Some of these SECURE options won’t be popular

Years ago, legislation allowed a sidecar IRA account where participants could add an IRA ...

Ary Rosenbaum, That 401(k) Guy

Netflix-WWE deal is a big deal

I’m old enough to remember when the WWE was the WWF and the territory was from Maine to...

Ary Rosenbaum, That 401(k) Guy

401(k) plans didn’t kill DB plans

Recently, an economist blamed 401(k) plans for the retirement crisis in this country and ...

Ary Rosenbaum, That 401(k) Guy