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Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that ...

Ary Rosenbaum, That 401(k) Guy

Did You Hire The Right 401(k) Investment Adviser?

As a 401(k) plan sponsor, you are probably aware that there are some new fiduciary regulat...

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

Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...

Ary Rosenbaum, That 401(k) Guy

Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...

Ary Rosenbaum, That 401(k) Guy

If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...

Ary Rosenbaum, That 401(k) Guy

When it comes to their retirement plan, we’ve left teachers behind

You might not be aware, but the New York Times is doing an expose of sorts, shining a ligh...

Ary Rosenbaum, That 401(k) Guy

What is a TPA? (and Why You Should Care)

This should be a Jeopardy question: Who is the person that performs the annual administrat...

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

My Opinion Shouldn’t Threaten You

Social media sites such as Facebook are a good thing and a bad thing. For me, it’s a goo...

Ary Rosenbaum, That 401(k) Guy

Interview: JD Carlson, Plan Design Consultants

I used to say that the problem with third party administration marketing was that most of ...

Ary Rosenbaum, That 401(k) Guy

How to assess your economic picture

Mark Twain was famously known for the quote, “rumors of my demise are greatly exaggerat...

Vernon C. Sumnicht, MBA, CFP®