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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

Forfeitures and Fiduciary Risk: What Plan Sponsors Need to Know Now

Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent clas...

Ary Rosenbaum, That 401(k) Guy

I Was Never Going to Be That Guy

When I was getting ready for law school, I watched The Firm. Tom Cruise, fresh-faced and ...

Ary Rosenbaum, That 401(k) Guy

Dear Plan Providers: Here’s the Kind of Content Plan Sponsors Actually Want

If you’re a plan provider—advisor, TPA, recordkeeper, or pooled plan provider—youâ€...

Ary Rosenbaum, That 401(k) Guy

Still Stuck in 1986

I once volunteered for an organization where I flat-out said the leadership—excluding m...

Ary Rosenbaum, That 401(k) Guy

Fee Savings from CITs in 403(b)s Could Cover 6 Months of Retirement—If Fiduciaries Pay Attention

Vanguard’s latest report makes a blunt point: allowing collective investment trusts (CI...

Ary Rosenbaum, That 401(k) Guy

Overpaying for Underperformance: A Fiduciary Breakdown in Plain Sight

A massive new study by Abernathy-Daley covering nearly 58,000 corporate 401(k) plans deli...

Ary Rosenbaum, That 401(k) Guy

Soap Operas Are Great on TV, But Not in Your 401(k) Plan

Look, I love a good soap opera. I grew up on Dallas, and I still sneak in The Bold and th...

Ary Rosenbaum, That 401(k) Guy