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Towards a fully vested era

At points after the implementation of ERISA, there were graded vesting schedules as long ...

Ary Rosenbaum, That 401(k) Guy

IRS extends amendment deadlines

On August 3, 2002, the Internal Revenue Service (IRS) issued Notice 2022-33 which extende...

Ary Rosenbaum, That 401(k) Guy

Great West name goes bye-bye

In a move that shouldn’t surprise anyone, Empower announced the end of the Great-West b...

Ary Rosenbaum, That 401(k) Guy

Still the same problem with TDFs

I have always had a problem with target date funds (TDFs). It had to do with glide paths ...

Ary Rosenbaum, That 401(k) Guy

As Bitcoin inches back up, so will interest in 401(k) plans

As a crypto investor who is trying to drive down my average cost through dollar cost aver...

Ary Rosenbaum, That 401(k) Guy

Price to lead FuturePlan

Ascensus announced that Kasey Price, Ascensus’ head of Sales, will assume the role of P...

Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference returns for 2023

While we still have live events (Seattle and Charlotte coming up), our national event is ...

Ary Rosenbaum, That 401(k) Guy

The most important value

Having been in the retirement plan business for the last 24 years, I have learned somethi...

Ary Rosenbaum, That 401(k) Guy

Be concerned over TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a tre...

Ary Rosenbaum, That 401(k) Guy

Make sure the audit is independent

Retirement plans with more than 100 participants (I won’t mention the 80/120 rule) have...

Ary Rosenbaum, That 401(k) Guy