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Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

by Ary Rosenbaum, That 401(k) Guy

How many PEPs went under? No press release for that

We’ve had pooled employer plans (PEP) since January 1, 2021, and. with the weekly press releases ...

by Ary Rosenbaum, That 401(k) Guy

It never goes to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and...

by Ary Rosenbaum, That 401(k) Guy

Kiss your past goodbye

I was a volunteer and officer for an organization where I stated that the leadership (not including...

by Ary Rosenbaum, That 401(k) Guy

Advertising won’t fix that

Over the years, I worked with many organizations starting back with student political organizations...

by Ary Rosenbaum, That 401(k) Guy

We’re all shaped by our experiences, but we need to overcome

I’m terrible with compliments. It’s probably because as a kid, I didn’t get many and I was al...

by Ary Rosenbaum, That 401(k) Guy

Don’t waste a plan provider’s time

I started my practice almost 12 years ago and I devoted a huge part of it, to helping advisors with...

by Ary Rosenbaum, That 401(k) Guy

The Successor Plan Rule

It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and start a ne...

by Ary Rosenbaum, That 401(k) Guy

If your clients are wasting their time, say sorry

I referred a client to a third-party administrator (TPA) that would be the best fit for fixing a de...

by Ary Rosenbaum, That 401(k) Guy

That Flinstones tie

I was a first-year law student participating in moot court, just because all second-year students p...

by Ary Rosenbaum, That 401(k) Guy