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Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few ti...

Ary Rosenbaum, That 401(k) Guy

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, a...

Ary Rosenbaum, That 401(k) Guy

The term fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wi...

Ary Rosenbaum, That 401(k) Guy

The thing about Lisa Gomez

When I left a semi-prestigious law firm about 12 years ago, I swore that I was going to s...

Ary Rosenbaum, That 401(k) Guy

IRS launches pre-Audit pilot program

Our tax system is based on voluntary compliance and retirement plan audits conducted by t...

Ary Rosenbaum, That 401(k) Guy

One Digital buys another practice

OneDigital Investment Advisors has announced another purchase. OneDigital has acquired...

Ary Rosenbaum, That 401(k) Guy

HUB buys an Indiana firm

HUB International Limited (Hub) said that it has acquired the assets of CSi Adv...

Ary Rosenbaum, That 401(k) Guy

Gomez nomination fails, for now

The Senate rejected President Joe Biden’s nominee for an assistant secretary post f...

Ary Rosenbaum, That 401(k) Guy

ForUsAll sues DOL over crypto guidance

With Bitcoin more than 50% off its highs (boy, you should see my Coinbase account), it’...

Ary Rosenbaum, That 401(k) Guy

Inflation will increase retirement plan limits

It’s not October yet when the Internal Revenue Service will announce its retirement pla...

Ary Rosenbaum, That 401(k) Guy