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Ary Rosenbaum, That 401(k) Guy

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Millennium Trust rebrands

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transformation un...

by Ary Rosenbaum, That 401(k) Guy

State plans hit a $1 billion in assets

State automatic retirement programs have finally accumulated more than $1 billion in assets, accord...

by Ary Rosenbaum, That 401(k) Guy

MOVEit cyberattack is pause for concern

Not enough plan sponsors and plan providers talk about cyberattacks and they should. The massive...

by Ary Rosenbaum, That 401(k) Guy

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrator (TPA) th...

by Ary Rosenbaum, That 401(k) Guy

Goodbye Oakland

One of the mistakes I made of late with That 401(k) Conference was trying to schedule the event in ...

by Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about retirement pla...

by Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they are just s...

by Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have been launch...

by Ary Rosenbaum, That 401(k) Guy

Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousal consent ...

by Ary Rosenbaum, That 401(k) Guy

Two defendants dropped from American Airlines ESG case

The plaintiff suing American Airlines for adding an ESG fund to the 401(k) plan has dropped the cas...

by Ary Rosenbaum, That 401(k) Guy