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DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors t...

Ary Rosenbaum, That 401(k) Guy

Dealing with clients isn’t one size fits all

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) ...

Ary Rosenbaum, That 401(k) Guy

ESG reminds me of Target Date funds, for a reason

Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the D...

Ary Rosenbaum, That 401(k) Guy

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advi...

Ary Rosenbaum, That 401(k) Guy

Give them the e-mail addresses

Your third-party administrator (TPA) might be asking for the work email addresses and youâ...

Ary Rosenbaum, That 401(k) Guy

Not going to travel for awhile

I planned on a Las Vegas conference for December, way back in May. I don’t think I was a...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Conference 6 hits September 25th

With travel still a no-no for most of us, it’s going to be virtual events for a while. A...

Ary Rosenbaum, That 401(k) Guy

Lawsuits against plan providers and sponsors are only allegations at first

It seems like every week, there is another major lawsuit against a plan sponsor and one of...

Ary Rosenbaum, That 401(k) Guy

If you have ESG, look to your IPS

It seems everything is political. I believe the purposes of Environmental, Social, and Gov...

Ary Rosenbaum, That 401(k) Guy

Gambling against an audit is a bad bet

I love Las Vegas and the last two times I was there; I didn’t gamble a nickel. I hate ga...

Ary Rosenbaum, That 401(k) Guy