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IRS updates EPCRS

The IRS has updated the Employee Plans Compliance Resolution System (EPCRS) with the relea...

Ary Rosenbaum, That 401(k) Guy

Empower Buys Prudential Retirement Business

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

Ary Rosenbaum, That 401(k) Guy

Create a missing participant process

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

Ary Rosenbaum, That 401(k) Guy

Brokerage Window Guidance panned by those who offer it

Witnesses testifying before the ERISA Advisory Council criticized the idea for additional ...

Ary Rosenbaum, That 401(k) Guy

JP Morgan survey shows participants want more help

A survey by JP Morgan Asset Management shows that even though about four in five responden...

Ary Rosenbaum, That 401(k) Guy

TIAA gets in trouble over rollovers

The U.S. Securities and Exchange Commission (SEC) announced that TIAA-CREF Individual &...

Ary Rosenbaum, That 401(k) Guy

Trading with 401(k) accounts is very low

With a cautious stock market still reeling from COVID, it should come as no shock that tra...

Ary Rosenbaum, That 401(k) Guy

Beware of 401(k) articles with tax advice, speak to a pro

It sounds so great on paper because you read an article. An advisor clued me into an about...

Ary Rosenbaum, That 401(k) Guy

The problem with Target Date funds are the investors that use them

A target-date fund (TDF) could be an attractive investment alternative for a participant t...

Ary Rosenbaum, That 401(k) Guy

Minneapolis That 401(k)( Conference Guest is Tony Oliva

The special guest for our Minneapolis event That 401(k) Conference on Friday, September 24...

Ary Rosenbaum, That 401(k) Guy