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Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The ne...

Ary Rosenbaum, That 401(k) Guy

Minnesota to add retirement program

Minnesota is slated to become the next to adopt a measure creating a state...

Ary Rosenbaum, That 401(k) Guy

New RIA firm launched to evaluate 401(k) annuity options

I always say a retirement plan provider needs to find its niche to stand out in the retir...

Ary Rosenbaum, That 401(k) Guy

Watch out for the advice given by your employees

I have a client who is a third-party administrator and it appears that a former employee ...

Ary Rosenbaum, That 401(k) Guy

3(38) field is growing, as it should

When I first heard about ERISA §3(38) fiduciaries, I was a lowly law firm associate and ...

Ary Rosenbaum, That 401(k) Guy

Don’t let them push you around

I’ve watched Survivor since it first started about 23 years ago and I never tried out f...

Ary Rosenbaum, That 401(k) Guy

Plan errors are more likely than fiduciary breaches

If you read my writings, you know that fiduciary liability is one of the plan sponsor’s...

Ary Rosenbaum, That 401(k) Guy

The problem of free or cheap plan documents

As an ERISA attorney who drafts plan documents at a flat fee, my biggest competitors are ...

Ary Rosenbaum, That 401(k) Guy

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a s...

Ary Rosenbaum, That 401(k) Guy

Plans don’t want retirement income solution

While there has been a push to allow 401(k) plan sponsors to offer retirement income solu...

Ary Rosenbaum, That 401(k) Guy