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MD to offer auto-retirement plan, time to sign these employers up for PEPs

MarylandSaves will begin offering its new automatic workplace retirement and emergency sa...

Ary Rosenbaum, That 401(k) Guy

Olin is latest 401(k) defendant

Olin Corp. is the latest defendant in a 401(k) class action lawsuit. The plaintiffs al...

Ary Rosenbaum, That 401(k) Guy

TPA must comply with DOL subpoena on cybersecurity

A federal court in Chicago just ruled that a retirement plan provider must comply with a ...

Ary Rosenbaum, That 401(k) Guy

Phoenix and Charlotte booked

With 2022 closing in, we have some events booked, live and in person. That 401(k) Conf...

Ary Rosenbaum, That 401(k) Guy

Push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at...

Ary Rosenbaum, That 401(k) Guy

It’s more than just a title

I think there are two types of leaders: those who lead and those who are enamored with be...

Ary Rosenbaum, That 401(k) Guy

A SIMPLE plan isn’t so simple

When It comes to developing a great 401(k) and/or cash balance proposal, one of the great...

Ary Rosenbaum, That 401(k) Guy

The problem with bad advice

A financial advisor called me and asked me if there was a problem that an insurance polic...

Ary Rosenbaum, That 401(k) Guy

Creative Planning buys Lockton’s retirement business

Creative Planning has agreed to take on Lockton’s $110 billion unit in a deal that incl...

Ary Rosenbaum, That 401(k) Guy

Make sure the plan custodian know who your plan trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership ...

Ary Rosenbaum, That 401(k) Guy