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DOL changes opinion letter program

The Department of Labor just announced that its Employee Benefits Security Administration...

Ary Rosenbaum, That 401(k) Guy

Fidelity’s Q1 2025 Retirement Data: Encouraging Signals, But Let’s Keep It Real

Fidelity just dropped their Q1 2025 retirement analysis, and while average balances for 4...

Ary Rosenbaum, That 401(k) Guy

Get the lowest share price possible

Here’s that in Ary Rosenbaum’s voice — clear, direct, with a personal anecdote to d...

Ary Rosenbaum, That 401(k) Guy

The letter from the lawyer

Absolutely. Here’s your piece in the voice of Ary Rosenbaum—refined for tone, rhythm,...

Ary Rosenbaum, That 401(k) Guy

Crypto in 401(k) Plans? Sure—But Let’s Not Lose Our Minds

Well, that didn’t take long. In what’s becoming a routine political tug-of-war, th...

Ary Rosenbaum, That 401(k) Guy

Late 5500s: The Maddening Decision Not to Use the DFVCP

There are few things more maddening, more viscerally frustrating, than watching a plan sp...

Ary Rosenbaum, That 401(k) Guy

The Check’s in the Mail? Why That’s a Problem for Your 401(k)

Two years ago, a guy named Handy tried to do something that should be dead simple in 2025...

Ary Rosenbaum, That 401(k) Guy

Here we go again

Here’s the short version: the Department of Labor’s decision to reopen the Biden-era ...

Ary Rosenbaum, That 401(k) Guy

UBS Faces Forfeiture Lawsuit

UBS has found itself the latest target in the growing wave of ERISA litigation surroundin...

Ary Rosenbaum, That 401(k) Guy

DOL Walks Back Crypto Chill: A Return to Fiduciary Neutrality

The Department of Labor’s Employee Benefits Security Administration (EBSA) released Com...

Ary Rosenbaum, That 401(k) Guy