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Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership o...

Ary Rosenbaum, That 401(k) Guy

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to st...

Ary Rosenbaum, That 401(k) Guy

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to ...

Ary Rosenbaum, That 401(k) Guy

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several v...

Ary Rosenbaum, That 401(k) Guy

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the s...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k...

Ary Rosenbaum, That 401(k) Guy

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm ...

Ary Rosenbaum, That 401(k) Guy

That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a Mitchell and Ness sports jersey to m...

Ary Rosenbaum, That 401(k) Guy

If you’re consistently losing clients, look in the mirror

There is always that line that you’re hired to be fired. No matter how great you are as ...

Ary Rosenbaum, That 401(k) Guy

Don’t let your business become an HR headache

It’s 2019 and lets face facts: behavior that might have been tolerated in the 1970s and ...

Ary Rosenbaum, That 401(k) Guy