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Changes to 5500 reflect PEP requirements

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

Ary Rosenbaum, That 401(k) Guy

Employers offering Roth is way higher

The numbers of employers allowing Roth 401(k) savings have dramatically increased. The...

Ary Rosenbaum, That 401(k) Guy

Default rate is higher

The Plan Sponsor Council of America through their annual survey has indicated is that 3% ...

Ary Rosenbaum, That 401(k) Guy

The older I get, the more I’m like Larry

I’ve been a fan of Curb Your Enthusiasm since day one and in some way, I enjoy it more ...

Ary Rosenbaum, That 401(k) Guy

Complacency is a problem for TPAs

For me, one of the worst things that any business can have is a sense of complacency; I h...

Ary Rosenbaum, That 401(k) Guy

DOL changes mind on private equity investments

The Department of Labor (DOL) ‘clarified’ a 2020 DOL letter on priv...

Ary Rosenbaum, That 401(k) Guy

Retirement plan assets dip in Q3

Quarter 3 of 2021 was a little choppy and retirement plan. Assets show that. Total U.S...

Ary Rosenbaum, That 401(k) Guy

Nokia sued over 401(k) plan

Nokia of America is one of the latest employers hit with a class-action lawsuit over the ...

Ary Rosenbaum, That 401(k) Guy

Voya sued over own investments in their plan

When you are in the mutual fund business and you offer those funds in your plan, you prob...

Ary Rosenbaum, That 401(k) Guy

Pennsylvania to add IRA program

Add another state-run IRA program for private-sector workers, that will increase retireme...

Ary Rosenbaum, That 401(k) Guy