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Our finest hour

People will say that I often have a negative spin, regarding the retirement plan industry...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference came back live to St. Louis

That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...

Ary Rosenbaum, That 401(k) Guy

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...

Ary Rosenbaum, That 401(k) Guy

Just some of these things to juice your plan while it’s being restated

Between now and July 2022, your 401(k) plan will be going through a mandatory restatement....

Ary Rosenbaum, That 401(k) Guy

Make it easy for plan participants to understand

Less is more, I believe that. As an attorney in an occupation where most attorneys charge ...

Ary Rosenbaum, That 401(k) Guy

Plan committees have to meet

I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury...

Ary Rosenbaum, That 401(k) Guy

Townsend joins DOL

Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and f...

Ary Rosenbaum, That 401(k) Guy

DOL has always dropped the ball on disclosure

The Government Accountability Office (GAO) has found that 45% of plan participants are not...

Ary Rosenbaum, That 401(k) Guy

Cutting Edge is usually Over The Edge

After 23 years in the retirement plan business, one thing that stands out is that plan pro...

Ary Rosenbaum, That 401(k) Guy

SBDA account balances are up

With the market up, it makes sense that self-directed brokerage accounts in defined contri...

Ary Rosenbaum, That 401(k) Guy