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Litigation defending their 401(k) plan is the cost of doing business offering proprietary mutual funds

It’s a favorite topic of mine because it’s fascinating to consider, so many mutual fun...

Ary Rosenbaum, That 401(k) Guy

Thanks Jimmy for putting the fun back in Oscars

Being the host of the Academy Awards is kind of a thankless job if you’re name isn’t B...

Ary Rosenbaum, That 401(k) Guy

Revenue sharing is legal, so what?

An excessive fee lawsuit against Oracle Corporation will go on as the plaintiffs overcame ...

Ary Rosenbaum, That 401(k) Guy

Referrals are about helping, not making you $$$$

The retirement plan industry is very close knit. Everyone knows who does great work and th...

Ary Rosenbaum, That 401(k) Guy

401(k) Operating Model

The following is a summary of important facts and observations we have accumulated from ou...

Carmen J. Armenti, CEBS, Armenti Planning Company

Interview: Ronald K. Stair, Creative Plan Designs, Ltd.

Ron Stair is the funniest and most outspoken actuary I ever met and he’s really good at ...

Ary Rosenbaum, That 401(k) Guy

What Were They Thinking #8? Smokey and the Bandit Part 3

When I was 8 years old, my mother took me to the Canarsie Triplex to see some cartoon movi...

Ary Rosenbaum, That 401(k) Guy

Sometimes Plan Sponsors just want to throw you off their “scent”

When you meet retirement plan sponsors just at different networking events and they find o...

Ary Rosenbaum, That 401(k) Guy

QUALIFYING FOR PROTECTION FROM FIDUCIARY PERSONAL LIABILITY

In order to qualify for protection from Fiduciary personal liability and minimize exposure...

Carmen J. Armenti, CEBS, Armenti Planning Company

Show Plan Sponsors it doesn’t have to be that way

Have you ever been a customer of a service and then you switch to another provider and you...

Ary Rosenbaum, That 401(k) Guy