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Survey says: People are going to b leery of government run plans

We can certainly our disagreements politically, but I always believe that when given a ch...

Ary Rosenbaum, That 401(k) Guy

Check out Plan Notice

I hear a lot of ideas about retirement plans and a lot of them aren’t very good. I also...

Ary Rosenbaum, That 401(k) Guy

HUB makes another acquisition

As we have a continuing consolidation of the retirement plan business, the big get bigger...

Ary Rosenbaum, That 401(k) Guy

Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) p...

Ary Rosenbaum, That 401(k) Guy

How many PEPs went under? No press release for that

We’ve had pooled employer plans (PEP) since January 1, 2021, and. with the weekly press...

Ary Rosenbaum, That 401(k) Guy

Ricoh sued over 401(k) Plan

Former employees have sued Ricoh USA, alleging breaches of fiduciary duty under ERISA. ...

Ary Rosenbaum, That 401(k) Guy

DOL looking at Wells Fargo plans

Wells Fargo & Co. said the Labor Department and other federal agencies are looking at...

Ary Rosenbaum, That 401(k) Guy

Coca Cola Consolidated settles 401(k) lawsuit

Coca-Cola Consolidated has settled an Employee Retirement Income Security Act lawsuit fil...

Ary Rosenbaum, That 401(k) Guy

IRS releases proposed Minimum Distribution Regulations

The Internal Revenue Service has released proposed regulations that would restate the req...

Ary Rosenbaum, That 401(k) Guy

Selling Betamax in a VHS world

A plan provider once asked me if I had written a full-blown article on why trustee direct...

Ary Rosenbaum, That 401(k) Guy