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Always trying to find an angle for an ERISA lawsuit

Fee disclosure regulations and a whole bunch of excess fee settlements in litigation have...

Ary Rosenbaum, That 401(k) Guy

Small businesses have issue with plan creation

The small business part of the 401(k) business is a bit tough, a recent survey shows that...

Ary Rosenbaum, That 401(k) Guy

Content beats cold calling in my mind

I got a phone call from a broker who wanted to give me a free 401(k) analysis. I’m sure...

Ary Rosenbaum, That 401(k) Guy

United sues advisory firm for SBDA loan scheme

United Airlines has filed a lawsuit over an alleged scheme with an advisory firm and a sc...

Ary Rosenbaum, That 401(k) Guy

The Rollover problem

When a friend or family member asks for advice upon leaving a job, I always tell them to ...

Ary Rosenbaum, That 401(k) Guy

Confirm what the auditor says

If you have a retirement plan with more than 100 participants with account balances, you ...

Ary Rosenbaum, That 401(k) Guy

In the end, it’s on you

One of the thankless parts of my job is dealing with plan sponsors with large issues and ...

Ary Rosenbaum, That 401(k) Guy

Best interest should cover IRAs

I always believed that former employees were better off rolling out their 401(k) money in...

Ary Rosenbaum, That 401(k) Guy

The new rule and timing

Timing is everything and a new proposed fiduciary rule has bad timing. While I support ch...

Ary Rosenbaum, That 401(k) Guy

A Federal plan is no threat to private 401(k) plans

I understand why people in the industry would have issues with the proposed legislation, ...

Ary Rosenbaum, That 401(k) Guy