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Networking was never about selling

One of the great joys of my practice is networking with other plan providers. I enjoy mee...

Ary Rosenbaum, That 401(k) Guy

You’ll be surprised how low the bar can be

My wife works for a law firm and based on the work she’s seen as an appellate attorney ...

Ary Rosenbaum, That 401(k) Guy

EBSA releases 2022 enforcement tall

The Department of Labor’s Employee Benefits Security Administration, announced their en...

Ary Rosenbaum, That 401(k) Guy

Millennium Trust to add auto portability option

Millennium Trust announced that they will add an optional auto-portability function to it...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Bunch returns May 17th

Join me and Bill Schories from Invesco, James Holland from MillenniuM Retirement Advisors...

Ary Rosenbaum, That 401(k) Guy

Company sued over retirement plan

A California environmental consultant is being sued by the Department if Labor for failin...

Ary Rosenbaum, That 401(k) Guy

State IRA programs help out private plans

I have been an advocate for mandatory IRA programs for employers that don’t offer them ...

Ary Rosenbaum, That 401(k) Guy

Make sure the title means something

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so l...

Ary Rosenbaum, That 401(k) Guy

Well, high earners have the most money to save

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provid...

Ary Rosenbaum, That 401(k) Guy

Solo 401(k) plans need more attention

Solo 401(k) plans are a great thing, have had one for almost 20 years. The problem with t...

Ary Rosenbaum, That 401(k) Guy