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Ary Rosenbaum, That 401(k) Guy

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That 401(k) National Virtual Conference to return in 2024

That 401(k) National Virtual Conference returns in 2024. The two-day event will be held on Thursday...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference 2023 was a big hit

With some great presentations and a lively roundtable, That 401(k) National Virtual Conference ente...

by Ary Rosenbaum, That 401(k) Guy

The streaming bloodletting

When there was an Internet boom, there was tremendous hiring and spending until the bill came due. ...

by Ary Rosenbaum, That 401(k) Guy

Going it all for Jason

My father hated baseball. The problem is that I loved it. A next-door neighbor hooked me into it, b...

by Ary Rosenbaum, That 401(k) Guy

Never let anyone assume you’re embezzling

I know two retirement plan providers in Federal prison for embezzling retirement plan assets. They ...

by Ary Rosenbaum, That 401(k) Guy

If new TPA asks you to set up a new plan, say no

When you switch third-party administrators (TPAs), there is a lot of work involved. I don’t recom...

by Ary Rosenbaum, That 401(k) Guy

Participants don’t want crypto either

When things are going great, people are interested. When it isn’t, they aren’t. A new survey...

by Ary Rosenbaum, That 401(k) Guy

Adding Annuities still a concern for plan sponsors

There has been a push to add annuities to retirement plans, but I don’t see it gaining ground. ...

by Ary Rosenbaum, That 401(k) Guy

Tech company agrees to fork over $1 million in class action case

Coriant agreed to pay $1 million to resolve claims it violated its fiduciary duties under ERISA whi...

by Ary Rosenbaum, That 401(k) Guy

Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky

A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. Two plain...

by Ary Rosenbaum, That 401(k) Guy