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Cleaning Out the ERISA Attic: DOL Retires Obsolete Interpretive Bulletins

The Department of Labor’s Employee Benefits Security Administration (EBSA) just did wha...

Ary Rosenbaum, That 401(k) Guy

When Grey Wins: Natixis Beats ERISA Challenge with Process, Not Perfection

In the world of ERISA litigation, process often trumps perfection. That was the story in ...

Ary Rosenbaum, That 401(k) Guy

Quick Tips for Plan Sponsors Who Want to Stay Out of Trouble

If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need...

Ary Rosenbaum, That 401(k) Guy

Plan Design That Works: Why 401(k) Participants Are Saving Smarter

Every once in a while, the data tells a story that plan sponsors should actually feel goo...

Ary Rosenbaum, That 401(k) Guy

Redemption at Shea (or Citi): Darryl, Doc, and What Really Matters

I grew up a Mets fan in the 1980s. I was the kid who stayed up late with the static-fille...

Ary Rosenbaum, That 401(k) Guy

Forfeitures and Fiduciary Risk: What Plan Sponsors Need to Know Now

Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent clas...

Ary Rosenbaum, That 401(k) Guy

I Was Never Going to Be That Guy

When I was getting ready for law school, I watched The Firm. Tom Cruise, fresh-faced and ...

Ary Rosenbaum, That 401(k) Guy

Dear Plan Providers: Here’s the Kind of Content Plan Sponsors Actually Want

If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—youâ€...

Ary Rosenbaum, That 401(k) Guy

Still Stuck in 1986

I once volunteered for an organization where I flat-out said the leadership—excluding m...

Ary Rosenbaum, That 401(k) Guy

Fee Savings from CITs in 403(b)s Could Cover 6 Months of Retirement—If Fiduciaries Pay Attention

Vanguard’s latest report makes a blunt point: allowing collective investment trusts (CI...

Ary Rosenbaum, That 401(k) Guy