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The #1 metric has to be client satisfaction

The thing I hated most of my time at that certain Long Island law firm was that the only ...

Ary Rosenbaum, That 401(k) Guy

Vanguard to add auto portability service

Vanguard has announced that they will introduce an auto-portability service for its 401(k...

Ary Rosenbaum, That 401(k) Guy

The DOL won’t allow Crypto into 401(k)

I invested in cryptocurrency, turned on into it by Mike Alfred, who I know from his Brigh...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference completes September swing in Houston

That 401(k) Conference completed its trio of 2020 rescheduled events with a September 29t...

Ary Rosenbaum, That 401(k) Guy

Federal and state mandates will prop up PEPs

The possibility of a Federal mandate for retirement coverage through an employer plan or ...

Ary Rosenbaum, That 401(k) Guy

Insurance agents busted for 403(b) fraud

Non-ERISA 403(b) plans are still one of the stains of the retirement plan business becaus...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hit the Twin Cities

That 401(k) Conference hit Minneapolis on September 24th at Target Field. Attendees were ...

Ary Rosenbaum, That 401(k) Guy

Saying they’re good, doesn’t make it so

If people pass on enough incorrect information out there, you start to believe it. When I...

Ary Rosenbaum, That 401(k) Guy

The good old days are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advi...

Ary Rosenbaum, That 401(k) Guy

If you want something, ask for it

When I was a kid, I’d be passive-aggressive in the sense that I wouldn’t let people k...

Ary Rosenbaum, That 401(k) Guy