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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

401(k) Averages Book Shows Fees Are Still Falling

In terms of 401(k) books, one of the best for your practice is the 401(k) Averages Book. I...

Ary Rosenbaum, That 401(k) Guy

Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the...

Ary Rosenbaum, That 401(k) Guy

The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer p...

Ary Rosenbaum, That 401(k) Guy

The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confide...

Ary Rosenbaum, That 401(k) Guy