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The problem of the strings attached

Being successful and giving back is agreat thing. For example, I’ve been lucky to suppo...

Ary Rosenbaum, That 401(k) Guy

Titles mean nothing

When I was younger and it involved with student organizations, there was this saying that...

Ary Rosenbaum, That 401(k) Guy

Plan sponsors are seeking fiduciary services

When I was in law school at American University and we moved into a new building (25 plus...

Ary Rosenbaum, That 401(k) Guy

Towards a fully vested era

At points after the implementation of ERISA, there were graded vesting schedules as long ...

Ary Rosenbaum, That 401(k) Guy

IRS extends amendment deadlines

On August 3, 2002, the Internal Revenue Service (IRS) issued Notice 2022-33 which extende...

Ary Rosenbaum, That 401(k) Guy

Great West name goes bye-bye

In a move that shouldn’t surprise anyone, Empower announced the end of the Great-West b...

Ary Rosenbaum, That 401(k) Guy

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths ...

Ary Rosenbaum, That 401(k) Guy

As Bitcoin inches back up, so will interest in 401(k) plans

As a crypto investor who is trying to drive down my average cost through dollar cost aver...

Ary Rosenbaum, That 401(k) Guy

Price to lead FuturePlan

Ascensus announced that Kasey Price, Ascensus’ head of Sales, will assume the role of P...

Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference returns for 2023

While we still have live events (Seattle and Charlotte coming up), our national event is ...

Ary Rosenbaum, That 401(k) Guy