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Goodbye Oakland

One of the mistakes I made of late with That 401(k) Conference was trying to schedule the...

Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about reti...

Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they ...

Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have b...

Ary Rosenbaum, That 401(k) Guy

Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousa...

Ary Rosenbaum, That 401(k) Guy

Two defendants dropped from American Airlines ESG case

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropp...

Ary Rosenbaum, That 401(k) Guy

Almost 75% of plan participants want advice

73% of 401(k) savers would like personalized investment advice for their retirement savin...

Ary Rosenbaum, That 401(k) Guy

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofess...

Ary Rosenbaum, That 401(k) Guy

Platinum launches first 403(b) PEP

SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is be...

Ary Rosenbaum, That 401(k) Guy

Get the best of both worlds with live and virtual Conferences

For a limited time, any plan provider that sponsors a speaking slot for our conference in...

Ary Rosenbaum, That 401(k) Guy