That 401k Site - Part 107

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I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understan...

For 401(k) Plan Providers

Ron Stair, PhD, AEP, ERPA, EA
Ascensus Continues Buying

As I always said, change in the retirement plan business was going to spur consolidation e...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Aaron Judge Memorabilia Bubble

I’ve lost enough money in the tech and real estate bubble to recognize another bubble. T...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
It is education, not regulation that is truly in the best interest of consumers

First of all, regardless of the differing viewpoints surrounding the DOL fiduciary rule, a...

News

Wyatt A. Moerdyk, AIF®
myRA put out to pasture

President Obama’s myRA program was put out to pasture by the Trump administration becaus...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Even if you’re doing your job as a plan sponsor, you still can get sued

The fact is that sometimes, bad things happen to good people. That can be said about ret...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Were They Thinking #27 A&P goes from 16,000 stores to oblivion

From 1915 through 1975, A&P (corporate name was the Greater Atlantic & Pacific Tea...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Business Advice from Eric Bischoff

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wres...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The “Convenience” of a Payroll Company doing your plan administration strikes again

One of our clients is the co-owner of a building contractor that contracted with one of th...

For 401(k) Plan Sponsors

Ron Stair, PhD, AEP, ERPA, EA
Bonus can cost you more than one way

When I first started working as an ERISA attorney in September 1998, I was pleasantly surp...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
GLOW is great

Yes, I’ll admit it: I watched the Gorgeous Ladies of Wrestling (GLOW). GLOW didn’t exa...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Pushing Automatic Enrollment is good for business

When I was at college, I was very involved politically. Someone I met my freshman year at ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Fine with eliminating State Exemption for Plans, but what about MEPs

I was never in favor of allowing individual states running retirement plans for employers ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Dunkirk is a heck of a movie

Most Americans probably think that World War II started on December 7, 1941, forgetting th...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Getting into trouble with the DOL and the IRS maybe just bad luck

As an ERISA attorney for almost 19 years, I have seen a lot of strange things that plan sp...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Stressing Value is a better proposition than stressing cost

Retirement plan providers need to look at their fees and determine what work they are doin...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Marvel Shows How You Can Make A Deal

In the late 1990’s Marvel was a publicly traded company where their shares were $3-4. Th...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
EBSA means business

When I started my own practice in 2010, some critics said I was selling fear because of is...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
My long running issue against self directed brokerage accounts

I used to joke that the only clients that used to ask about self directed brokerage accoun...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Overselling of Services and they will find out

For a long time, I didn’t like to go to the dentist. It would be 4 years between cleanin...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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