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Not every attorney is an ERISA attorney

I am an attorney, but I don’t play one on TV. I have been practicing in the ERISA fi...

Ary Rosenbaum, That 401(k) Guy

An asset based fee audit

An advisor called me up and asked whether it was appropriate if an auditor charged an ass...

Ary Rosenbaum, That 401(k) Guy

The incentive to sell

When it comes to being a retirement plan provider, you should understand that it’s a re...

Ary Rosenbaum, That 401(k) Guy

Coverage is a big deal

When you look at the problems of retirement plans, one that gets short shrift is coverage...

Ary Rosenbaum, That 401(k) Guy

ForUsAll teams up for Bitcoin offering

May fortune favor the bold. I have to say something nice because I wouldn’t attempt a B...

Ary Rosenbaum, That 401(k) Guy

Standard acquiring Securian’s recordkeeping business

Standard Insurance Company and Securian Financial Group, Inc. announced that The Standard...

Ary Rosenbaum, That 401(k) Guy

They got sued, so what?

If your plan is with a very large plan provider, you may be contacted by a competing prov...

Ary Rosenbaum, That 401(k) Guy

ESG rule finalized

The Department of Labor (DOL) has finished its ESG rule for retirement plans and sent it ...

Ary Rosenbaum, That 401(k) Guy

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