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Avoid the leadership vacuum

For any presidential campaign, there usually is an ad about which candidate would you trus...

Ary Rosenbaum, That 401(k) Guy

The Unintended Consequences of the Fiduciary Rule #4: Grandma won’t have a broker

Aside from my wife and children, my favorite person of all time was my maternal grandmothe...

Ary Rosenbaum, That 401(k) Guy

We have an education cost crisis

When people talk about the next financial bubble, everyone points out to a brewing student...

Ary Rosenbaum, That 401(k) Guy

The Burdens of Time and Its Impact On Your Retirement Plan

Everyone has an inherent fear of something, something that makes them shudder every time t...

Gina Migliore, Priority Pension Services, Inc. (AFI)

Death Doesn’t Make Them Great

I’ll probably sound like a jerk for saying this, but the Larry David inside of me wa...

Ary Rosenbaum, That 401(k) Guy

The Fiduciary Rule isn’t the 11th Plague, you can predict that

I’ve heard so many negative things about the impact that the fiduciary rule will have on...

Ary Rosenbaum, That 401(k) Guy

Socially Responsible Investing Ratings Can Boost Your 401k’s Value

Recently Morningstar, creator of the Morningstar Star Ratings for mutual funds, introduced...

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

It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspec...

Ary Rosenbaum, That 401(k) Guy

Furnish those documents to Plan Participants or Pay Through The Nose

Plan sponsors should understand that under ERISA, plan participants are entitled to certai...

Ary Rosenbaum, That 401(k) Guy

Safe harbor notices due December 1

It’s the second week of November, but it’s a friendly reminder that if you off...

Ary Rosenbaum, That 401(k) Guy