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Providing Info to Participants

ERISA requires disclosure of certain plan documents to participants including a summary p...

Ary Rosenbaum, That 401(k) Guy

Another market correction is a pause for concern

I’ve been in the retirement plan business for 26 years and I’ve been through a few re...

Ary Rosenbaum, That 401(k) Guy

Clorox forfeiture case goes forward

The U.S. District Court for the Northern District of California has decided not to dismis...

Ary Rosenbaum, That 401(k) Guy

Schwab Self-Direct 401(k) plans gain 13.6% in 2024

The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finis...

Ary Rosenbaum, That 401(k) Guy

Langston is the guest for Anaheim

Former Angels pitcher and current Angels broadcaster Mark Langston will be the guest for ...

Ary Rosenbaum, That 401(k) Guy

Chavez-DeRemer is the new DOL Secretary

The Senate approved President Trump’s nominee to be the next Secretary of Labor. Lor...

Ary Rosenbaum, That 401(k) Guy

You have to deal with schnorrers, but draw the line

One of my favorite Yiddish words is “schnorrer.” While it means beggar or spo...

Ary Rosenbaum, That 401(k) Guy

There is nothing wrong with dreaming, just don’t make it a fantasy

I believe that plan providers who promised they will make me wealthy have consistently fa...

Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a VHS World

A plan provider once asked me if I had written a comprehensive article on why trustee-dir...

Ary Rosenbaum, That 401(k) Guy

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and had my Bar Mitzvah, I spent around $2,000 (in 1985 money) on a state-of...

Ary Rosenbaum, That 401(k) Guy