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The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

by Ary Rosenbaum, That 401(k) Guy

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

by Ary Rosenbaum, That 401(k) Guy

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will te...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Foxborough

That 401(k) Conference had its first football-themed event at Gillette Stadium, home of the New Engl...

by Ary Rosenbaum, That 401(k) Guy

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, don’t bl...

by Ary Rosenbaum, That 401(k) Guy

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone call from...

by Ary Rosenbaum, That 401(k) Guy

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable because Iâ...

by Ary Rosenbaum, That 401(k) Guy

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced the acquis...

by Ary Rosenbaum, That 401(k) Guy

A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciary issues, ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference in Cleveland Rocks

That 401(k) Conference hit Cleveland on September 20th at Progressive Field, home of the Indians. &n...

by Ary Rosenbaum, That 401(k) Guy