Ary RosenbuamApr 24, 20181 min readStop 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 RosenbuamMar 27, 20181 min readThe 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 RosenbuamFeb 27, 20181 min readGet 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 RosenbuamFeb 20, 20181 min readNew Survey Shows 401(k) Participation and Contributions RisingPlan Sponsor Council of America (PCSA) released their latest survey that showed growth in participation, contributions, Roth 401(k)...