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Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re ...

by Ary Rosenbaum, That 401(k) Guy

Even If You’re Right, You Can Still Get Sued

There’s a hard truth about being a plan sponsor or a plan provider: you can be doing everything r...

by Ary Rosenbaum, That 401(k) Guy

It All Works Out in the End

When I look back at my time as an employee, before I ran my own practice, before I was speaking in ...

by Ary Rosenbaum, That 401(k) Guy

Dear Plan Providers: Here’s the Kind of Content Plan Sponsors Actually Want

If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—you’ve probab...

by Ary Rosenbaum, That 401(k) Guy

Still Stuck in 1986

I once volunteered for an organization where I flat-out said the leadership—excluding myself—wa...

by Ary Rosenbaum, That 401(k) Guy

Fee Savings from CITs in 403(b)s Could Cover 6 Months of Retirement—If Fiduciaries Pay Attention

Vanguard’s latest report makes a blunt point: allowing collective investment trusts (CITs) in 403...

by Ary Rosenbaum, That 401(k) Guy

Cybersecurity is an important concern as a plan provider

Without fail, every single day—like clockwork—I get a handful of emails trying to pry their way...

by Ary Rosenbaum, That 401(k) Guy

Speak Up, or Prepare to Be Stepped On (and Possibly Assigned to Kiddush Duty… Again)

There’s a hard truth in life, and I learned it the long, slow, and silent way: if you don’t spe...

by Ary Rosenbaum, That 401(k) Guy

The letter from the lawyer

Absolutely. Here’s your piece in the voice of Ary Rosenbaum—refined for tone, rhythm, and clari...

by Ary Rosenbaum, That 401(k) Guy

Are We Robbing Peter to Pay Paul?

The 401(k) match has long been one of the most powerful tools for building retirement savings. Itâ€...

by Ary Rosenbaum, That 401(k) Guy