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Try to be humble

So my son loves to go to baseball card shows and when I think of my younger days when my ...

Ary Rosenbaum, That 401(k) Guy

You lose clients when you don’t care

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The one in ...

Ary Rosenbaum, That 401(k) Guy

Savers don’t let stock market get to them

Despite the volatile stock market, retirement saving continued to be a strong focus for d...

Ary Rosenbaum, That 401(k) Guy

Fiduciaries go into business for themselves, pay $2 million in EBSA fines

Retirement plan assets are for the exclusive use of plan participants, it’s not suppose...

Ary Rosenbaum, That 401(k) Guy

CARES Act Amendment Deadline extended

In Notice 2022-45 the Internal Revenue announced that qualified retirement plan...

Ary Rosenbaum, That 401(k) Guy

You don’t need an IPS, but….

A lawsuit against Goldman Sachs reiterated one point that most plan sponsors and their ad...

Ary Rosenbaum, That 401(k) Guy

My opinion on payroll providers

If there is one opinion that I have that is argued about many times is my two cents on th...

Ary Rosenbaum, That 401(k) Guy

The thing about PEPs

January 1 will be two years of pooled employer plans (PEPs). While I know there aremany p...

Ary Rosenbaum, That 401(k) Guy

Fewer participants like their plan’s digital experience

Success has many parents and failure is an orphan. In addition, everyone loves 401(k) pla...

Ary Rosenbaum, That 401(k) Guy

Dance card getting stacked for That 401(k) National Virtual Conference

As we get closer to January, we are filling our speakers list for That 401(k) National Vi...

Ary Rosenbaum, That 401(k) Guy