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Ary Rosenbaum, That 401(k) Guy

1923 posts
All posts by Ary Rosenbaum, That 401(k) Guy

The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and social mutual f...

Fidelity settles lawsuit for $28.5. million

Fidelity Investments settled a class-action lawsuit regarding its own 401(k) plan for $28.5 million....

The thing about the new, new proposed fiduciary

In 1984, Lorne Michaels created a new show, based on Saturday Night Live (SNL) when he was no longer...

Most companies aren’t suspending contributions, well yeah

A majority of 401(k) plan sponsors have said that they haven’t felt the need to stop or eliminate ...

Take advantage of the new E-Disclosure rules

As a 401(k)-plan sponsor, the new Department of Labor (DOL) rules that allow for the electronic deli...

Theft through cyber crime will be a bigger thing

Theft by plan fiduciaries does happen and it’s not hard to find out who did it.   The problem...

Special COVID Valuation Date creates a 401(k) lawsuit

They said it best in This Is Spinal Tap, there is a fine line between being clever and stupid.  ...

It’s all about trust

Everyone knows that I’m a huge baseball fan (these 401(k) conferences have allowed me to travel to...

Some COVID-19 observations

1. Why do people wear masks while driving? 2. Why do people wear masks while bicycle riding, but not...

Clearly retirement plan providers aren’t doing enough

According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most plan prov...