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Hardship distributions are up

According to Vanguard, hardship distributions are up and that’s not a good sign. The...

Ary Rosenbaum, That 401(k) Guy

PNC wins excess fee suit

PNC Financial Services Group Inc. won their lawsuit brought by their employees, that accu...

Ary Rosenbaum, That 401(k) Guy

Fisher Investments spinning off 401(k) Practice

Fisher Investments announced that they will be spinning out an independent 401(k) solutio...

Ary Rosenbaum, That 401(k) Guy

The exclusion fiasco

Scrivener’s error is a mistake made by someone who is writing or copying something down...

Ary Rosenbaum, That 401(k) Guy

Milliman wins 401(k) TDF case

Milliman beat back claims that it breached a duty by retaining in-house target risk funds...

Ary Rosenbaum, That 401(k) Guy

The rollover issue

I think I learned in American politics that first semester in Stony Brook that if men wer...

Ary Rosenbaum, That 401(k) Guy

HP beats back forfeiture case

A federal judge in Northern California stated HP Inc. doesn’t violate the Employee Reti...

Ary Rosenbaum, That 401(k) Guy

Group pushed back on DOL Lost and Found

The ERISA Industry Committee (ERIC) is pushing back on the Department of Labor (DOL) ask ...

Ary Rosenbaum, That 401(k) Guy

Vanguard shows record savings

A Vanguard published report found that the average participant deferral rate matched the ...

Ary Rosenbaum, That 401(k) Guy

CITs gaining ground in the 401(k) space

For about a 25-year run, mutual funds dominated the 401(k) market, but signs are changing...

Ary Rosenbaum, That 401(k) Guy