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Introducing Thrive

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the country wit...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 201...

by Ary Rosenbaum, That 401(k) Guy

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...

by Ary Rosenbaum, That 401(k) Guy

Lawsuits against Fidelity piling on

With Fidelity being under fire for “shelf space payments” from mutual fund companies to appear o...

by Ary Rosenbaum, That 401(k) Guy

Klesko the guest in Atlanta

For That 401(k) Conference in Atlanta on April 12th, Bob Horner is a late scratch as our guest. He...

by Ary Rosenbaum, That 401(k) Guy

The 401(k) match-student loan program is becoming a big thing, at least marketing wise

Ever since the Internal Revenue Service opined that one particular 401(k) plan could use matching co...

by Ary Rosenbaum, That 401(k) Guy

Principal in talks to acquire Well Fargo’s 401(k) Business

The word on the street is that Principal Financial Group Inc is in talks to acquire Wells Fargo &...

by Ary Rosenbaum, That 401(k) Guy

There will always be room for chocolate in this business

I had a friend of mind who was an advisor who was lamenting about the changing environment of the re...

by Ary Rosenbaum, That 401(k) Guy