That 401k Site - Part 101

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More News About Vantage

Since the FBI closed down Vantage Benefits on November 1, we haven’t heard much. ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Plan sponsors need to Google Their TPA’s Principals

I believe in the idea of redemption, that people who make mistakes can atone for them. May...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Monday Night Wars actually hurt pro wrestling in the long run

I’ve been a pro wrestling fan since about the time I’ve been 10. I claim that it’s b...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fe...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discount...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The problem of being passive-aggressive with employees

I always say the two worst things you can give people are false praise and false hope. On...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Complacency can kill your business

Complacency can kill a retirement plan provider and their business. Complacency is a two-...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Second Kindle book will be coming

In a shameless act of self promotion, I would like to announce that I’m working on a new...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Be careful about giving referrals

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you�...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The 70s: When Style and Good Taste Died

I was born in 1972 and I remember the 1970s, sometimes I think I survived the 70s. I still...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Unbundled Plans Gain Ground

Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contr...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
It Just doesn’t look right, avoid sending gifts to plan sponsors

I’ve been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and J...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
To be safe, read those trust statements

In light of some troubling news that a third party administrator (TPA) was shut down by th...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Were They Thinking #42 Lucille Ball strikes out in her last at bat

I always say that you should quit while you’re ahead. So when I passed the California ba...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
HEY PLAN SPONSOR….. IN CASE YOU DIDN’T KNOW, YOU’RE A FIDUCIARY!

There’s been some great articles published recently about the “lack of fiduciary aware...

For 401(k) Plan Sponsors

Gina Migliore, Priority Pension Services, Inc. (AFI)
Class action lawsuit isn’t the only fear

Plan sponsors will say it all the time: they are too small to be sued in a class action la...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
2017 was a banner year for 401(k) plans

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Netflix’s biggest competitor is right around the corner

I’ve been a fan of Netflix since 2000 when I noticed this little postcard that was in th...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Thinking outside the box for marketing

When I was the Vice President of a synagogue, I ran an event a month to fundraise or to br...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Tax Reform will affect 401(k) deferrals

While the tax reform talks didn’t do much to negatively impact 401(k) plans. Mark my wor...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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