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The overvaluing of experience

I always say that picking a plan provider just on price is a bad idea and I will say that...

Ary Rosenbaum, That 401(k) Guy

Definiti launches advisor program

Third-Party Administrator (TPA) Definiti LLC announced a program for financial advisers w...

Ary Rosenbaum, That 401(k) Guy

Survey shows participants fear running out of money more than death

Nearly two in three Americans say they worry more about running out of money than death a...

Ary Rosenbaum, That 401(k) Guy

Lincoln offers PEPs

Lincoln Financial Group is launching its FlexPEP(k) and FlexPEP(b), a pooled employer pla...

Ary Rosenbaum, That 401(k) Guy

They need you, be there

I have an old saying: “I needed you, you weren’t there, and I no longer need you.” ...

Ary Rosenbaum, That 401(k) Guy

Don’t like ESG, don’t offer it

I hate to get political, but when people complain about something “woke,” they really...

Ary Rosenbaum, That 401(k) Guy

Not filing a Form 5500 is the greatest catastrophe

I have about a half dozen corporations where I need to file a corporate tax return by Mar...

Ary Rosenbaum, That 401(k) Guy

Ascensus to buy Mutual of Omaha 401(k) recordkeeping business

Consolidation in the recordkeeping business will continue. Ascensus and Mutual of Omah...

Ary Rosenbaum, That 401(k) Guy

Plan Sponsors are worries retirees will run out of money

According to a MetLife survey, 91% of plan sponsors are concerned that their future retir...

Ary Rosenbaum, That 401(k) Guy

Alliance Bernstein wins proprietary 401(k) fund lawsuit

My daughter works at a local restaurant and I think it doesn’t look good when employees...

Ary Rosenbaum, That 401(k) Guy