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There is a strike against technology savvy TPAs

I have been working as an ERISA attorney since 1998. While the laws, regulations, and technology ha...

by Ary Rosenbaum, That 401(k) Guy

We all have priorities

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t have the gr...

by Ary Rosenbaum, That 401(k) Guy

I wouldn’t put an ESG fund in a plan

The worst things to argue about are politics and religion. That’s why I avoid suggesting that pla...

by Ary Rosenbaum, That 401(k) Guy

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

by Ary Rosenbaum, That 401(k) Guy

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

by Ary Rosenbaum, That 401(k) Guy

The inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...

by Ary Rosenbaum, That 401(k) Guy

TPAs don’t need no stinking license

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to p...

by Ary Rosenbaum, That 401(k) Guy

The Dentist is in

About 20 years ago, there was a medical report that dental plaque could cause heart disease. The cy...

by Ary Rosenbaum, That 401(k) Guy

I dislike self-certification for hardship distributions

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe in thought,...

by Ary Rosenbaum, That 401(k) Guy

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares and securit...

by Ary Rosenbaum, That 401(k) Guy