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Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion gro...

Ary Rosenbaum, That 401(k) Guy

The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matc...

Ary Rosenbaum, That 401(k) Guy

Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. Whe...

Ary Rosenbaum, That 401(k) Guy

The Lucas Film deal is going to be a goldmine for Disney

In 2012, George Lucas sold Lucas Films to Disney for $4 billion. While it won’t be t...

Ary Rosenbaum, That 401(k) Guy

The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I&...

Ary Rosenbaum, That 401(k) Guy

Why Trump Won’t Roll Back New Fiduciary Regs

There have been significant differences of opinion on whether President-elect Trump will r...

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

It’s 10pm, do you know where your beneficiary election form is?

This seems like a question with an obvious answer, but real life turns up some interesting...

Steve Mayer, The Mayer Benefits Advisory, LLC

Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When o...

Ary Rosenbaum, That 401(k) Guy

Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to ...

Ary Rosenbaum, That 401(k) Guy

ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were ...

Ary Rosenbaum, That 401(k) Guy