By Ary Rosenbaum, Esq. Mergers are great when you’re talking about chocolate and peanut butter. But when you’re talking about merging 401(k) plan assets, it’s not always a smooth combination. Plan mergers, whether due to acquisitions, company restruc...
Serving as counsel to a private school board, I had the chance to join their recent retreat, and I think it went pretty well. I gave a talk on fiduciary responsibility, what it means for the board, how it shapes every decision, and how duties extend beyond th...
The clock is ticking. Starting January 1, 2026, the world of catch-up contributions changes in a bi...
Let’s cut through the marketing fluff and look at what the 2025 T. Rowe Price Defined Contributio...
Plan sponsors aren’t hiring advisors so they can get fancy PowerPoints or attendance at cocktail ...
To steal a joke from Chris Rock, when I worked at a TPA as the lead ERISA attorney, I used to joke ...
A long-time client of a financial advisor had a 401(k) plan sponsor that was quiet, easy to deal wi...
I’ll admit it—I loved Cracker Barrel. Living in New York, I never had one nearby, so whenever I...
When I look back on my brief tenure at that union law firm, the irony wasn’t lost on me. We were ...
One of my favorite sayings is: “The road to hell is paved with good intentions.” To me, it’s ...
