Ary Rosenbaum, That 401(k) Guy

News

Janus, the latest proprietary fund lawsuit

If you own a restaurant, it’s a bad look if the employees order takeout. If you own a mutual f...

by Ary Rosenbaum, That 401(k) Guy

News

For less than a good cup of coffee, attend That 401(k) National Virtual Conference

For just $2.23, you can be a part of the best two day Zoom event that won’t bankrupt you. Watc...

by Ary Rosenbaum, That 401(k) Guy

News

DOL recovers over $130 million for Wells Fargo participants

Wells Fargo has agreed to pay agreed to a $145 million settlement in connection with a Department o...

by Ary Rosenbaum, That 401(k) Guy

News

That 401(k) Conference hits the Emerald City

A day of learning and fun was had at That 401(k) Conference in Seattle on Friday, September 9th. ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Prune those former employees

To avoid headaches, I just think it’s important to prune former employees from the list of partic...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The aggrieved former Participant and the quick score

As a plan fiduciary for hundreds of millions of dollars and with a lot of ERISA knowledge, I can se...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Retirement plans need to fit like a glove

Johnnie Cochran could have been an ERISA attorney. The man who claimed: “if it doesn’t fit, you...

by Ary Rosenbaum, That 401(k) Guy

News

Charlotte postponed

Due to unforeseen circumstances, That 401(k) Conference in Charlotte will be postponed until a furt...

by Ary Rosenbaum, That 401(k) Guy

News

That 401(k) Conference will return live in 2023

That 401(k) Conference will return live in 2023 with about 4-5 events including a return to New Yor...

by Ary Rosenbaum, That 401(k) Guy

News

Blackrock TDFs are a huge target

At least 11 companies, including Booz Allen Hamilton Inc., Citigroup Inc., and Microsoft Corp., hav...

by Ary Rosenbaum, That 401(k) Guy