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Ary Rosenbuam
Nov 27, 20182 min read
There has to be a better way than 10/15.
In this day and age, there has to be. I hate to do things last minute. I passed three different state bar exams and I never studied the...
Ary Rosenbuam
Oct 23, 20182 min read
Advisors can’t care about fiduciary duty and recommend bad TPAs
When the cheaters were caught cheating at a game of blackjack, Sam “Ace” Rothstein wanted to make an example of them at the Tangiers...
Ary Rosenbuam
Jul 24, 20182 min read
Open MEPs will eventually rise again
Multiple employer plans (MEPs) are a topic that many plan providers talk about, but don’t really know what’s allowed and what’s not. A...
Ary Rosenbuam
Jun 26, 20182 min read
There is no such thing as an Assembly Line Retirement Plan
Henry T. Ford is considered the father or the pioneer of the modern day assembly line of manufacturing. His development of the Model T...
Ary Rosenbuam
May 29, 20182 min read
The MEP isn’t the end all, be all
I have been hearing a lot from advisors and plan providers about multiple employer plans (MEPs) with the idea that open MEPs where a plan...
Ary Rosenbuam
Apr 24, 20181 min read
Stop thinking of TPAs as just a price placeholder
When you’re a financial advisor and working out proposals for potential plan sponsor clients, pricing is an important thing. This is the...
Ary Rosenbuam
Mar 27, 20181 min read
The Fiduciary Rule is not dead, but extremely sleepy
So many are celebrating the ruling against the Department of Labor’s (DOL’s) fiduciary rule in the Fifth Circuit without realizing what...
Ary Rosenbuam
Feb 27, 20181 min read
Get that late 5500 Filed
I used to have this recurring dream that I was back in college and it was my last semester. The dream was that there was this one class...
Ary Rosenbuam
Feb 20, 20181 min read
New Survey Shows 401(k) Participation and Contributions Rising
Plan Sponsor Council of America (PCSA) released their latest survey that showed growth in participation, contributions, Roth 401(k)...
Ary Rosenbuam
Jan 30, 20181 min read
Unbundled Plans Gain Ground
Callan has published its 2018 DC Survey, offering up an overview of the U.S. defined contribution (DC) plan industry. The survey has...
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