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Ary Rosenbaum, That 401(k) Guy

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

Sometimes, they just want to throw you off

When you meet retirement plan sponsors just at different networking events and they find out that yo...

Telephone, telegraph, tell a plan provider

I worked at the college newspaper and if you said something to one staff member, they would tell som...

Some people just want it when it’s free

One of my king beliefs is that giving away, anything of value for free is a mistake because people p...

AON-Willis Tower Watson Merger is Kaput

The proposed merger of Aon and Willis Towers Watson (WTW) has been terminated. Both firms say they h...

Biden nominates Gomez as EBSA head

Some birds aren’t mean to be caged (a line from The Shawshank Redemption) and some attorneys weren...

When it comes to former participants, plan sponsors don’t really know what they’re talking about

About 75% of large 401(k) plan sponsors would rather keep the assets of retired employees in the pla...

MetLife sued over proprietary index funds in 401(k) plan

When you’re a financial services company that offers proprietary mutual funds within your 401(k) p...

IRS updates EPCRS

The IRS has updated the Employee Plans Compliance Resolution System (EPCRS) with the release of Reve...

Empower Buys Prudential Retirement Business

The big just got bigger. Empower Retirement is now buying the retirement plan business of Prudentia...

Create a missing participant process

It’s more work, but it’s clear that the Department of Labor (DOL) wants you to do more work when...