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Yale wins 403(b) lawsuit

Yale University won a 403(b) lawsuit filed against them, by Jerry Schlicter’s office. ...

Ary Rosenbaum, That 401(k) Guy

How to make sure the enrollment meetings aren’t like funerals

When it comes to oral or written communications, it’s important that you play to your a...

Ary Rosenbaum, That 401(k) Guy

Use that scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be ...

Ary Rosenbaum, That 401(k) Guy

$200 million in six years? Not much if you ask me

OregonSaves was the first state-based auto-IRA program and has reached $200 million in as...

Ary Rosenbaum, That 401(k) Guy

One Digital buys Stone Street

OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consultin...

Ary Rosenbaum, That 401(k) Guy

Nevada adds Auto IRA program

Nevada is the latest state to provide retirement plan coverage for private-sector employe...

Ary Rosenbaum, That 401(k) Guy

Many retirees will delay actual retirement

I don’t know if I will ever retire, I think retirement only quickens dementia. 25 pe...

Ary Rosenbaum, That 401(k) Guy

The cost for more self-correction

Years ago, any volume submitter plan or non-standardized prototype plan would apply for i...

Ary Rosenbaum, That 401(k) Guy

The Fiduciary Rule revamp begins, all over again

It looks like we may see a new fiduciary proposal this August, said the Department of Lab...

Ary Rosenbaum, That 401(k) Guy

Automatic Enrollment works

When the Internal Revenue Code was amended in 2006 to add Automatic Enrollment with fiduc...

Ary Rosenbaum, That 401(k) Guy