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How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approxim...

Ary Rosenbaum, That 401(k) Guy

In a Rare Move, the DOL Backs the Employer in a Forfeiture Allocation Case—But Don’t Pop the Champagne Just Yet

Sometimes, in the strange world of ERISA litigation, you get a surprise. And in Hutchins ...

Ary Rosenbaum, That 401(k) Guy

Even If You’re Right, You Can Still Get Sued

There’s a hard truth about being a plan sponsor or a plan provider: you can be doing ev...

Ary Rosenbaum, That 401(k) Guy

Beneficiary Statements: No Good Deed Goes Unlitigated

Could listing designated beneficiaries on a participant statement spark a fiduciary breac...

Ary Rosenbaum, That 401(k) Guy

Keeping Up Appearances… in Oceanside

If you’ve ever watched British television, you might remember a gem called Keeping Up A...

Ary Rosenbaum, That 401(k) Guy

The Fraud That Is Matt Hutcheson

I’ve been in the retirement plan business for 27 years, and during that time, IR...

Ary Rosenbaum, That 401(k) Guy

Intel Wins: Ninth Circuit Puts the Brakes on Anti-Private Equity Lawsuit

After six long years of litigation, Intel’s 401(k) plan design just got a big legal end...

Ary Rosenbaum, That 401(k) Guy

401(k) Mutual Fund Fees Hit Historic Lows—Again

The Investment Company Institute (ICI) just confirmed what many of us have seen on the gr...

Ary Rosenbaum, That 401(k) Guy

Uncashed Checks Still Count: The IRS Speaks (Again)

The IRS just dropped Revenue Ruling 2025-15, and while it’s not revolutionary, it’s a...

Ary Rosenbaum, That 401(k) Guy

Principal Hands Off PEP Administration to FuturePlan — and It Makes Sense

News that Principal has transitioned administration of its largest pooled employer plan (...

Ary Rosenbaum, That 401(k) Guy