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Benefit Plan Sponsors › Brokerage Accounts › Plan Participants

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The problem with SDBAs are still there

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The federal Thrift Savings Plan will allow participants to allocate some of their assets through a self-directed brokerage account (SDBA) this summer....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Make sure you do those brokerage windows correctly

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A character in This Is Spinal Tap said it best: “there is a fine line between being clever and being stupid.”...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A self-directed brokerage account is still something to be wary of

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I’m wary of self-directed brokerage account because I still concerned about the fiduciary issues, as well as the fact that I still don’t think participants do better with them in terms of financial growth....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Choice in 401(k) Plans isn’t exactly a great thing

Ary Rosenbaum - The Rosenbaum Law Firm P.C. 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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Problem With Choice in 401(k) Plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. 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

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