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401(k) and 403(b) are a lot alike, but the two shall not merge

Thanks to regulations, 403(b) plans are becoming more and more like 401(k) plans. It’s ...

Ary Rosenbaum, That 401(k) Guy

When times are bad, they’re bad

As someone serving as a plan fiduciary and pooled plan provider, I know the market is not...

Ary Rosenbaum, That 401(k) Guy

FTX points as another reason why Crypto in 401(k) plans is a bad idea

Every day, bring out different bad news about FTX. Based on what I know, I think the prin...

Ary Rosenbaum, That 401(k) Guy

Education should be fun

I always believe that education is really important. My parents instilled that value in m...

Ary Rosenbaum, That 401(k) Guy

Even when offered, ESG funds aren’t that popular

Research shows that 401(k) plan participants who direct their investment, rarely allocate...

Ary Rosenbaum, That 401(k) Guy

I would take it with you

One of the things that many experts disagree with is whether participants should keep the...

Ary Rosenbaum, That 401(k) Guy

October was a light trading month

It seems that October was a light trading month for 401(k) plan participants, according t...

Ary Rosenbaum, That 401(k) Guy

SECURE 2.0 will eventually happen

So much of what happens with the retirement plan business is dependent on politics. Almos...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Oakland in April

After a couple of starts and stops, That 401(k) Conference will be held in Northern Calif...

Ary Rosenbaum, That 401(k) Guy

The problem of Fred

When your practice is successful as a retirement plan provider, you’re going to want to...

Ary Rosenbaum, That 401(k) Guy