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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy

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...

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...

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...

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. ...

Prune those former employees

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

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...

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...

Charlotte postponed

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

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...

Blackrock TDFs are a huge target

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