Episode 21
Ary Rosenbaum practices ERISA and retirement plan law at The Rosenbaum Law Firm P.C. and is also known by industry insiders as That 401(k) Guy, infusing personality into his practice through his That 401(k) Site website, conference series, and podcast.
In episode 20 of Revamping Retirement, Mike Webb chats with Ary about his perspective on topics such as the DOL’s Fiduciary Rule and ESG and Private Equity in retirement plans, his wish list for compliance changes to help plan sponsors avoid plan errors, and his collection of Mets memorabilia.
Episode 20
FIRE (Financial Independence, Retire Early) is a lifestyle movement that embraces the goal of achieving financial independence by decreasing spending and increasing income.
Mike and J.Money discuss why now, in the middle of a pandemic and recession, individuals may want to consider adopting some of the key FIRE tenants. Will the pandemic light a flame for future FIRE movement participants?
Episode 19
One option, growing in popularity among retirement plan sponsors, is to offer an emergency savings account through the retirement plan recordkeeper. But are these sidecar accounts the best approach?
In episode 18 of Revamping Retirement, Mike Webb and Jack Towarnicky of the American Retirement Association discuss differing views over utilizing sidecar accounts for emergency savings.
Episode 18
In episode 17 of Revamping Retirement, Mike Webb discusses the statistical case for adopting auto enrollment, as well as how finding the sweet spot for default deferrals and auto escalation can help improve participants’ retirement readiness.
Episode 17
Mike Webb gets back to the basics to discuss the two primary types of target date funds—off the shelf and customized—and shares the key components used to evaluate these investments.
Episode 16
However, the nuances of three of the provisions may have some unintended consequences. In episode 15 of Revamping Retirement, Mike Webb discusses the potential issues with these CARES Act provisions.
Episode 15
Episode 14
Episode 13
Episode 12