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Benefit Plan Sponsors Brokerage Accounts

My long running issues against self-directed brokerage accounts

by Ary Rosenbaum on

I used to joke that the only clients that used to ask about self directed brokerage accounts were medical practices and law firms. I stopped telling the joke when so many advisors told me that was the truth. My opinion about...more

The Problem With Choice in 401(k) Plans

by Ary Rosenbaum on

In life, giving people a wide variety of choices is a good thing. However, when it comes to daily valued 401(k) plans, too many choices isn’t a good thing. It sounds counter-intuitive, but too many choices offered to plan...more

Advisors Advantage - July 2015

by Ary Rosenbaum on

In This Issue: - How Retirement Plan Advisors Can Benefit From Any New DOL Fiduciary Rule - Avoid Other Providers Who Are The Sticks in the Wheels of Progress - Sometimes It's Just Words - Never...more

My Bias against self directed brokerage accounts in 401(k) plan

by Ary Rosenbaum on

Just like the thought of traveling to Dubai with a passport that says “Ary Rosenbaum”, I have a general uneasy feeling about the use of self directed brokerage accounts within 401(k) plans. While it’s still allowed, I have...more

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