That 401k Site - Part 112

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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
Some Star Wars fans need to grow up

I always mention the story of how my aunt would romanticize about life in Israel in the 19...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Film Series Contrarian

I’ve always felt like the outsider at times. I’m a Mets fan in a Yankees city and I’...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Social Media and Your Employees: It Could Be A Problem

I worked at a law firm and I wanted to build a National ERISA practice. Since the partners...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Plans should get rid of those forfeitures

Forfeitures that occur when people terminate service from retirement plans is usually a pr...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Gal Gadot means to me

Months ago, I noticed that there would be a new sci-fi convention on Long Island called Ac...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
HUB enters the RIA space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Another TPA joins Alliance Benefits Group

One of the great supermarkets in my area is ShopRite and it’s one of the unique successe...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Don’t give it away for free

Many years ago, I did income tax returns for a flat fee. It didn’t become the success th...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Problem With Multiple Loans

When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know t...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
These Hollywood sex abuse scandals shouldn’t shock you

The daily news of someone well known in entertainment or media being outed for allegedly p...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Were They Thinking #41 Guns N’ Roses’ Chinese Democracy Isn’t A Best Buy

Guns N’ Roses was one of the most successful rock groups in the late 1980’s and early ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
How Plan Providers can deal with employees

I always say that the main reason that I don’t want to have employees is that I was an e...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
DOL kicks fiduciary rule enforcement until 2019

As expected, the Department of Labor (DOL) has delayed enforcement of the main provisions ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Communication with Plan Providers is Key

I get along with people for the most part because I make the effort. It’s also a lot eas...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Sometimes, they just want you to care

So many times a plan provider will make a mistake and there is a lack of communication wit...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
I hate Roma Reigns

I’m a Mets fan and I don’t hate the Yankees. In politics, I tend not to hate politicia...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Confirm what the auditor says

If you have a retirement plan with more than 100 participants, you probably have a plan au...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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