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The Merged Assets Mess: Why Reconciliation and 5500 Accuracy Matter More Than Ever

By Ary Rosenbaum, Esq. Mergers are great when you’re talking about chocolate and pea...

Ary Rosenbaum, That 401(k) Guy

ERISA Basics 101: Puerto Rico, Vesting Schedules, and Other Unforgettable Lessons

By Ary Rosenbaum, Esq. When you work as an ERISA attorney for TPAs for nearly a decade...

Ary Rosenbaum, That 401(k) Guy

The $23 Lesson: Why Keeping Quiet Taught Me Who Really Knew Nothing

When I was younger, I didn’t say much. I figured keeping quiet was the best way to avoi...

Ary Rosenbaum, That 401(k) Guy

The Hill Worth Dying On

On a client call the other day, we were knee-deep in the usual chaos that comes with tran...

Ary Rosenbaum, That 401(k) Guy

$2.1 Trillion of Forgotten Assets

Folks, here’s something that ought to wake up even the sleepiest retirement-plan consul...

Ary Rosenbaum, That 401(k) Guy

When $17.5 Million Is the Real “Fiduciary Breach”

Another week, another headline from the ERISA litigation circus — this time it’s Jerr...

Ary Rosenbaum, That 401(k) Guy

When Default Rates Spike — Don’t Let Your Plan Be the Next Headline

We’ve all kept an eye on default rates creeping upward lately. But here’s what catche...

Ary Rosenbaum, That 401(k) Guy

Fiduciary Duties, Board Retreats, and a Lesson from Sunrise Highway

Serving as counsel to a private school board, I had the chance to join their recent retre...

Ary Rosenbaum, That 401(k) Guy

Don’t Let AI Become Your Liability: Smart Steps for Plan Sponsors

AI can feel like magic—predicting outcomes, personalizing communications, streamlining ...

Ary Rosenbaum, That 401(k) Guy

$46 Trillion and a Match to Be Reckoned With

When Pew reports that U.S. retirement assets crossed nearly $46 trillion in Q2 2025, it...

Ary Rosenbaum, That 401(k) Guy