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TDF Analysis Is Par For The Course

As part of an analysis, Fidelity Investments compared average asset allocations of partici...

Ary Rosenbaum, That 401(k) Guy

Prudential is latest proprietary fund defendant

One of my favorite sayings is that you should never make yourself a target, but when you a...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference will be in the Twin Cities

That 401(k) Conference will emanate from the Twin Cities in 2020 as it will be held at Tar...

Ary Rosenbaum, That 401(k) Guy

Associations and MEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and e...

Ary Rosenbaum, That 401(k) Guy

Make sure what you sell works

At home, I have Verizon FIOS for TV and the Internet and that was after having my cable pr...

Ary Rosenbaum, That 401(k) Guy

Get the best person for the job, period.

I’m a long-suffering fan of the Mets and over the past two years, I’ve had to deal wit...

Ary Rosenbaum, That 401(k) Guy

The thing about stealing plan assets

I have been an ERISA attorney for 21 years now and the biggest thing that amazes me is whe...

Ary Rosenbaum, That 401(k) Guy

Let’s be honest about teachers and their 403(b) plans

Non-ERISA 403(b) plans are the last stand for poorly run, highly expensive retirement plan...

Ary Rosenbaum, That 401(k) Guy

Goldman Sachs sued for using proprietary funds in their 401(k) plan

Goldman Sachs has been sued for the alleged “unlawful” management of its compa...

Ary Rosenbaum, That 401(k) Guy

Warren gets assailed by ARA for 401(k) tax

As far as an industry watchdog group, let’s just say that the American Retirement Associ...

Ary Rosenbaum, That 401(k) Guy