Quick Guide for Plan Sponsors: My Take on DOL Cybersecurity Audits
If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no lega...
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If interested in sponsoring the event or being part of the next regional event, please contact me at ary@therosenbaumlawfirm.com or 516-594-1557.
If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no lega...
When it comes to retirement plan regulations, the only constant is change—and the Roth ...
If you’re a plan sponsor, here’s what I’d tell you about the growing conversation a...
Let’s cut through the marketing fluff and look at what the 2025 T. Rowe Price Defined C...
Plan sponsors aren’t hiring advisors so they can get fancy PowerPoints or attendance at...
When I was a kid, there was an ad about EF Hutton brokers. The line was simple: “When E...
To steal a joke from Chris Rock, when I worked at a TPA as the lead ERISA attorney, I use...
The beauty of social media is that everyone has an opinion. The negative part of social m...
The Department of Labor (DOL) has released its Spring 2025 regulatory agenda, and for tho...
Chalk up another win for plan fiduciaries in the ongoing wave of forfeiture reallocation ...
According to Fidelity Investments’ latest Q2 2025 retirement analysis, retirement saver...
A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy ...
Every single day, I get a text that someone is trying to hack into my Coinbase account. I...
The new owners of Paramount shelled out billions for UFC. ESPN shelled out billions for W...
Retirement saving is hard enough when you’re just trying to take care of yourself. Add ...
There’s never a shortage of new retirement plan fee and investment performance cases. T...
Just when you think the forfeiture reallocation litigation wave can’t get any bigger, a...
I’m still amazed at how often I come across participant-directed 401(k) plans that donâ...
Another week, another excessive fee case settled. This time, it’s Jack Henry & Asso...
New York has officially joined the list of states mandating retirement savings programs. ...
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