Monthly Archives: February 2018

New Book Released

My latest book, The Great 401(k) Book Sequel Ever is available on Amazon.com. The Kindle version can be found here : https://www.amazon.com/Greatest-401-Book-Sequel-Ever-ebook/dp/B079P51641/ref=sr_1_2?ie=UTF8&qid=1518222173&sr=8-2&keywords=ary+rosenbaum The paperback copy can be found here: https://www.amazon.com/Greatest-401-Book-Sequel-Ever/dp/1980234868/ref=sr_1_3?ie=UTF8&qid=1518222173&sr=8-3&keywords=ary+rosenbaum Not many books can combine discussions about 401(k) plans, movie … Continue reading

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You only get one chance on the trust issue

Trust is a very important thing to me. If I can’t trust people, I really don’t need them. The reason I can’t trust people is that they have given me reason enough not to trust them. As a retirement plan … Continue reading

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The one list of TPAs that plan sponsors should ignore

What’s the best hamburger out there? There is a burger fad out there with so many expanding chain and franchised restaurants, so there are many choices out there. I’m sure there are thousands of places better than McDonald’s, but there … Continue reading

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Never Hire Your Friends Or Family As Your Retirement Plan’s Financial Advisor

My latest article for JDSupra.com can be found here.

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Plan sponsors need to Google Their TPA’s Principals

I believe in the idea of redemption, that people who make mistakes can atone for them. Maybe that explains why Return of the Jedi is my favorite Star Wars films because Darth Vader was redeemed and brought balance to the … Continue reading

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More news bout Vantage Benefits

Since the FBI closed down Vantage Benefits on November 1, we haven’t heard much. Here is an update: MBA Engineering, Inc filed sued against Vantage Benefits, Jeff Richie and his wife, Wendy Richie, for the $2,269,653.43 that is missing from … Continue reading

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Retirement Plan Advisors Advantage

My latest newsletter for retirement plan providers can be found here.

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A Call For A New Standard For Financial Advisors

My latest JDSupra.com article can be found here.

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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on participant assets invested with Vanguard index funds. The fee won’t apply to existing Fidelity clients and will be billed to the plan sponsor … Continue reading

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