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I dislike self-certification for hardship distributions

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe i...

Ary Rosenbaum, That 401(k) Guy

Speak up, kid, because no one else will

I was a timid kid, growing up. I’d say it was because my mother was a narcissist and my...

Ary Rosenbaum, That 401(k) Guy

Indiana Jones and the Missing Audience

I saw Raiders of the Lost Ark in 1981 in the movie theaters, when I was 9, in the days th...

Ary Rosenbaum, That 401(k) Guy

CBIZ buys TPA

CBIZ, Inc. announced that it has acquired American Pension Advisors, Ltd. American Pen...

Ary Rosenbaum, That 401(k) Guy

Survey shows advisors avoid rollovers

A new finding from Pontera shows that financial advisors prefer 401(k)s over individual r...

Ary Rosenbaum, That 401(k) Guy

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for colleg...

Ary Rosenbaum, That 401(k) Guy

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares a...

Ary Rosenbaum, That 401(k) Guy

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was b...

Ary Rosenbaum, That 401(k) Guy

BOA shows gender gap

Bank of America released its 2023 Financial Life Benefits Impact Report. The study sho...

Ary Rosenbaum, That 401(k) Guy

Yale wins 403(b) lawsuit

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. ...

Ary Rosenbaum, That 401(k) Guy