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The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and socia...

Ary Rosenbaum, That 401(k) Guy

Fidelity settles lawsuit for $28.5. million

Fidelity Investments settled a class-action lawsuit regarding its own 401(k) plan for $28....

Ary Rosenbaum, That 401(k) Guy

The thing about the new, new proposed fiduciary

In 1984, Lorne Michaels created a new show, based on Saturday Night Live (SNL) when he was...

Ary Rosenbaum, That 401(k) Guy

Most companies aren’t suspending contributions, well yeah

A majority of 401(k) plan sponsors have said that they haven’t felt the need to stop or ...

Ary Rosenbaum, That 401(k) Guy

Take advantage of the new E-Disclosure rules

As a 401(k)-plan sponsor, the new Department of Labor (DOL) rules that allow for the elect...

Ary Rosenbaum, That 401(k) Guy

Theft through cyber crime will be a bigger thing

Theft by plan fiduciaries does happen and it’s not hard to find out who did it.   T...

Ary Rosenbaum, That 401(k) Guy

Special COVID Valuation Date creates a 401(k) lawsuit

They said it best in This Is Spinal Tap, there is a fine line between being clever and stu...

Ary Rosenbaum, That 401(k) Guy

It’s all about trust

Everyone knows that I’m a huge baseball fan (these 401(k) conferences have allowed me to...

Ary Rosenbaum, That 401(k) Guy

Some COVID-19 observations

1. Why do people wear masks while driving? 2. Why do people wear masks while bicycle ridin...

Ary Rosenbaum, That 401(k) Guy

Clearly retirement plan providers aren’t doing enough

According to the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, most...

Ary Rosenbaum, That 401(k) Guy