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Federal court vacates DOL rollover rule

The Federal District Court for the Middle District of Florida vacated the Department of L...

Ary Rosenbaum, That 401(k) Guy

Senator wants crypto option, good luck

As Bitcoin starts inching back up, I’m in the black again and expect more clamor for cr...

Ary Rosenbaum, That 401(k) Guy

Hate ESG funds? Don’t offer them

The ESG rule issued by the Department of Labor (DOL) has incensed anyone who believes tha...

Ary Rosenbaum, That 401(k) Guy

Fees need to be benchmarked

I had a contractor work on my house for a couple of projects. Frank installed a new front...

Ary Rosenbaum, That 401(k) Guy

The Problematic Loan Provision

They often say that the road to hell is paved with good intentions. I don’t know who sa...

Ary Rosenbaum, That 401(k) Guy

A Defined Benefit Plan isn’t about selling insurance

While the talk about retirement plans is usually centered on 401(k) plans, the value of a...

Ary Rosenbaum, That 401(k) Guy

Loans and hardships are on the downswing

Bank of America’s newest survey shows that at the end of 2022, fewer participants ...

Ary Rosenbaum, That 401(k) Guy

Walsh leaving DOL for NHLPA

Love those New York Rangers. In other news, the National Hockey Players Association will ...

Ary Rosenbaum, That 401(k) Guy

Microsoft wins Blackrock TDF lawsuit

A U.S. District Court judge threw out a case against Microsoft which claimed that the Bla...

Ary Rosenbaum, That 401(k) Guy

Putnam adds ESG Target Date Funds to their lineup

With the new Department of Labor (DOL) rules on ESG funds, it should be no shock that mut...

Ary Rosenbaum, That 401(k) Guy