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Ary Rosenbaum, That 401(k) Guy

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The new normal

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died of it at ag...

by Ary Rosenbaum, That 401(k) Guy

CenturyLink wins its 401(k) class action lawsuit

CenturyLink successfully defended the class-action lawsuit filed against them.   A federal judg...

by Ary Rosenbaum, That 401(k) Guy

Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also, Invesco a...

by Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directed 401(k) p...

by Ary Rosenbaum, That 401(k) Guy

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have failed to do...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

by Ary Rosenbaum, That 401(k) Guy

$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will always be E...

by Ary Rosenbaum, That 401(k) Guy

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

by Ary Rosenbaum, That 401(k) Guy

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. It’s like...

by Ary Rosenbaum, That 401(k) Guy

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the Supreme C...

by Ary Rosenbaum, That 401(k) Guy