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It’s not a delay, but it will be one

Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Dep...

Ary Rosenbaum, That 401(k) Guy

RIAs win one with Fiduciary Rule Delay

When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, obser...

Ary Rosenbaum, That 401(k) Guy

How To Avoid A DoL 401k Audit

There are many reasons for plan sponsors to do everything possible to avoid a Department o...

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

Your 401k Plan’s Emotional Bank Account

Stephen Covey was an American author, educator, businessman and public speaker who passed ...

Evan Levine

What Were They Thinking #5? Can’t Stop The Music

They say the disco craze pretty much ended with Disco Demolition Night that turned into a ...

Ary Rosenbaum, That 401(k) Guy

Get to the lowest share price possible

I’ve done a lot of talking about institutional share classes and revenue sharing and the...

Ary Rosenbaum, That 401(k) Guy

The Good Old Days For Advisors Are Gone

In the good old days of participant directed 401(k) plans, a good chunk of financial advis...

Ary Rosenbaum, That 401(k) Guy

Trump delays the fiduciary rule, but the broker-dealers lost

President Donald Trump delayed the implementation of the Department of Labor fiduciary rul...

Ary Rosenbaum, That 401(k) Guy

It’s all in the trailer

When I watch movies, one of my favorite parts is the upcoming attractions/trailers. While ...

Ary Rosenbaum, That 401(k) Guy

Interview: Steve Schullo, Ph.D., 403(b) Activist and Author

Unlike my past interview subjects, Steve Schullo isn’t a retirement plan provider and on...

Ary Rosenbaum, That 401(k) Guy