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Vestwell announces Chase deal

Vestwell announced the expanded distribution of J.P. Morgan Asset Management’s Everyday...

Ary Rosenbaum, That 401(k) Guy

Know when a SEP no longer fits

Small employer plans like a SEP or a SIMPLE-IRA are great opportunities for small busines...

Ary Rosenbaum, That 401(k) Guy

The question of providing information

ERISA requires disclosure of certain plan documents to participants including a summary p...

Ary Rosenbaum, That 401(k) Guy

Trust takes time

The retirement plan business is all about trust. It’s built on trust and trust takes ti...

Ary Rosenbaum, That 401(k) Guy

Every action has a reaction

I always say that the world would be better off, just if every human being would realize ...

Ary Rosenbaum, That 401(k) Guy

The problem of the de-conversion process

Years ago, I was the Executive Editor of my law school’s news magazine. In one of my fi...

Ary Rosenbaum, That 401(k) Guy

You Need A Financial Advisor

I am still shocked at how often I find participant-directed 401(k) plans without a financ...

Ary Rosenbaum, That 401(k) Guy

Picking the cheapest provider can be a breach of fiduciary

When it comes to health and fitness, you constantly hear studies about what foods fight o...

Ary Rosenbaum, That 401(k) Guy

Humana wins 401(k) excess fee case

A federal judge in Kentucky threw out a case against Humana Inc., claiming former employe...

Ary Rosenbaum, That 401(k) Guy

GAO is concerned over notices

According to a new Government Accountability Office (GAO) report, only a third of plan pa...

Ary Rosenbaum, That 401(k) Guy