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Principal Hands Off PEP Administration to FuturePlan — and It Makes Sense

News that Principal has transitioned administration of its largest pooled employer plan (...

Ary Rosenbaum, That 401(k) Guy

It All Works Out in the End

When I look back at my time as an employee, before I ran my own practice, before I was sp...

Ary Rosenbaum, That 401(k) Guy

Bitcoin Over $120K? That Doesn’t Mean It Belongs in Your 401(k)

Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting ...

Ary Rosenbaum, That 401(k) Guy

The Forfeiture Fiasco: Why the DOL and Common Sense are on the Right Side of the HP Case

It’s not often you see the U.S. Department of Labor jumping into the legal ring to back...

Ary Rosenbaum, That 401(k) Guy

The New Priorities: Why Plan Sponsors Are Shifting Focus from Cost-Cutting to Cybersecurity and AI

For years, if you asked a 401(k) plan sponsor what their top concern was, you’d get...

Ary Rosenbaum, That 401(k) Guy

The Roth Mandate Mess: AICPA Asks for Clarity on SECURE 2.0 Catch-Up Contributions

When Congress passes sweeping retirement legislation, the details often come later—and ...

Ary Rosenbaum, That 401(k) Guy

A Marriage of Old and New: Transamerica, Nuveen, and TIAA Team Up on Lifetime Income Solution

In a world where retirement plan innovation often comes with more flash than substance, i...

Ary Rosenbaum, That 401(k) Guy

The One Big Beautiful Bill: What Plan Sponsors Need to Know

On July 4th, while many of us were grilling hot dogs and dodging fireworks, President Tru...

Ary Rosenbaum, That 401(k) Guy

Same Old Song, Same Bad Fiduciary Practices

Here we go again. Another jumbo 401(k) plan, another lawsuit, another round of alleged fi...

Ary Rosenbaum, That 401(k) Guy

I Love PEPs, But Some Guidance Would Be Great

While all the attention in the retirement plan world last week was on the One Big Beautif...

Ary Rosenbaum, That 401(k) Guy