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Always Be Aware

While most 401(k) plans don’t have account balances, the shuttering of Silicon Valley B...

Ary Rosenbaum, That 401(k) Guy

Make sure it’s really Roth and not pre-tax and vice versa

As more and more employees are deferring on a Roth after-tax basis, there will be more er...

Ary Rosenbaum, That 401(k) Guy

Men lag women in retirement savings

T. Rowe Price published the latest findings of its annual Retirement Savings and Spe...

Ary Rosenbaum, That 401(k) Guy

Trans and Cetera role out PEP

Transamerica announced that it’s partnering with Cetera Financial Group to launch a new...

Ary Rosenbaum, That 401(k) Guy

CAPTRUST buys Houston RIA

CAPTRUST announced its purchase of Monroe Vos Consulting, a Houston-based registered inve...

Ary Rosenbaum, That 401(k) Guy

ForUsAll to offer CoinDesk index

401(k) participants may be able to invest part of their 401(k) account balance directly i...

Ary Rosenbaum, That 401(k) Guy

Don’t be a Schnorrer

The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a ...

Ary Rosenbaum, That 401(k) Guy

Plan errors are more likely than fiduciary breaches

If you read my writings, you know that fiduciary liability is one of the plan sponsor’s...

Ary Rosenbaum, That 401(k) Guy

The problem of free or cheap plan documents

As an ERISA attorney who drafts plan documents at a flat fee, my biggest competitors are ...

Ary Rosenbaum, That 401(k) Guy

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a s...

Ary Rosenbaum, That 401(k) Guy