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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

Roth Catch-Up Chaos is coming

Plan sponsors and recordkeepers let out a collective sigh of relief when the Roth catch-u...

Ary Rosenbaum, That 401(k) Guy

Cleaning Out the ERISA Attic: DOL Retires Obsolete Interpretive Bulletins

The Department of Labor’s Employee Benefits Security Administration (EBSA) just did wha...

Ary Rosenbaum, That 401(k) Guy

When Grey Wins: Natixis Beats ERISA Challenge with Process, Not Perfection

In the world of ERISA litigation, process often trumps perfection. That was the story in ...

Ary Rosenbaum, That 401(k) Guy

Quick Tips for Plan Sponsors Who Want to Stay Out of Trouble

If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need...

Ary Rosenbaum, That 401(k) Guy

Plan Design That Works: Why 401(k) Participants Are Saving Smarter

Every once in a while, the data tells a story that plan sponsors should actually feel goo...

Ary Rosenbaum, That 401(k) Guy

Redemption at Shea (or Citi): Darryl, Doc, and What Really Matters

I grew up a Mets fan in the 1980s. I was the kid who stayed up late with the static-fille...

Ary Rosenbaum, That 401(k) Guy