That 401k Site - Part 135

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Pity the Cleveland Browns

There have been some pretty awful sports franchises in sports history, yet making fun of a...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Giving for the right reason

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he t...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Robo-Advisors are great until they’re not

When I think of Robo-advisor, why do I think of the robot from Lost in Space? Seriously Ro...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Did You Hire The Right 401(k) Investment Adviser?

As a 401(k) plan sponsor, you are probably aware that there are some new fiduciary regulat...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a ligh...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What is a TPA? (and Why You Should Care)

This should be a Jeopardy question: Who is the person that performs the annual administrat...

For 401(k) Plan Sponsors

Gina Migliore, Priority Pension Services, Inc. (AFI)
My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a goo...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
How to assess your economic picture

Mark Twain was famously known for the quote, “rumors of my demise are greatly exaggerat...

For 401(k) Plan Sponsors

Vernon C. Sumnicht, MBA, CFP®
More Brokers announce their Fiduciary Rule retirement plans

As we get closer and closer to the April 2017 implementation delta of the Fiduciary Rule, ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar l...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The importance of good common sense for successful investing

Here is a post I recently read on an investment website: This is why I will still be broke...

For 401(k) Plan Sponsors

Vernon C. Sumnicht, MBA, CFP®
The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
How do you eat an Elephant?

As I’ve absorbed all the noise and information surrounding the DOL Fiduciary Rules, the ...

For 401(k) Plan Sponsors

Thane Walton, AIF
You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Roth 401k, Pre-Tax 401k, Or Both?

401k plan participants often wonder whether they should contribute their hard-earned money...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

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