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IRS offers RMD relief

The Internal Revenue Service (IRS) has issued Notice 2022-53, providing guidance related ...

Ary Rosenbaum, That 401(k) Guy

Large providers team up for auto portability

Fidelity Investments, Vanguard, and Alight Solutions have teamed up with Retirement Clear...

Ary Rosenbaum, That 401(k) Guy

Participants are panicking

When markets go south, participants fly for safety. I’m a fan of dollar cost averaging,...

Ary Rosenbaum, That 401(k) Guy

Mutual of America sued over their plan

Mutual of America 401(k) plan participants have brought a class action lawsuit against Mu...

Ary Rosenbaum, That 401(k) Guy

The common thread about bad 401(k) plans

I always say one of the beauties of retirement plans is not one is alike. They are like s...

Ary Rosenbaum, That 401(k) Guy

HUB acquires Quintes business

HUB International announced that it has acquired the insurance broker...

Ary Rosenbaum, That 401(k) Guy

As hardships increase, verify the need

As it appears we are in a recession and a bear market, don’t be surprised if there is a...

Ary Rosenbaum, That 401(k) Guy

Employer contributions will be cut

I always joke that local news stations should simply recycle some stories during every ma...

Ary Rosenbaum, That 401(k) Guy

Lisa Gomez confirmed as EBSA chief

More than a year after her nomination, the Senate confirmed Lisa Gomez as assistant ...

Ary Rosenbaum, That 401(k) Guy

It’s easier to lose it than it can grow

One of the business philosophies I learned while working for a third party admi...

Ary Rosenbaum, That 401(k) Guy