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The One Cost Of The Long Time Part Time Inclusion

The biggest change with the SECURE Act is that long term part-time employees will be eligi...

Ary Rosenbaum, That 401(k) Guy

Aon and Willis Towers Watson to merge

As I’ve said, plan provider mergers will continue and have sped up ever since fee disclo...

Ary Rosenbaum, That 401(k) Guy

The new normal

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died o...

Ary Rosenbaum, That 401(k) Guy

CenturyLink wins its 401(k) class action lawsuit

CenturyLink successfully defended the class-action lawsuit filed against them.   A fe...

Ary Rosenbaum, That 401(k) Guy

Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also,...

Ary Rosenbaum, That 401(k) Guy

You can’t sell Betamax in a world of VHS

A plan provider once asked me if I had written a full-blown article on why trustee directe...

Ary Rosenbaum, That 401(k) Guy

Not wrong to dream, just don’t make it a fantasy

I will always say that the plan providers who proclaim that they will make me rich have fa...

Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidem...

Ary Rosenbaum, That 401(k) Guy

$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will a...

Ary Rosenbaum, That 401(k) Guy

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their ...

Ary Rosenbaum, That 401(k) Guy