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You're browsing category: For 401(k) Plan Providers

Highlight the good you do

I used to live in a great school district until school board members stayed on after their kids gra...

by Ary Rosenbaum, That 401(k) Guy

The problem with SDBAs are still there

The federal Thrift Savings Plan will allow participants to allocate some of their assets through a ...

by Ary Rosenbaum, That 401(k) Guy

Will inflation and consolidation increase fees?

For almost 10 years, we’ve had fee compression in the retirement plan industry. The question i...

by Ary Rosenbaum, That 401(k) Guy

Cite what you did

My village is finally getting a contested election for the school board for the first time in forev...

by Ary Rosenbaum, That 401(k) Guy

Figure out about life after COVID

Eventually, COVID will come to some end. I don’t know what that end will be, but I’ve been cont...

by Ary Rosenbaum, That 401(k) Guy

There is still a problem with TDFs

I once worked with someone who told me that he put in100% of his 401(k) investments in a mid-cap fu...

by Ary Rosenbaum, That 401(k) Guy

I don’t get niche 401(k) plans

When I grew up, we had one type of Cheerios and when they added Honey Nut Cheerios, we had two. I t...

by Ary Rosenbaum, That 401(k) Guy

Education is all about a process

Advisors ask me all the time about the role of education in participant-directed 401(k) plans. Part...

by Ary Rosenbaum, That 401(k) Guy

How many PEPs went under? No press release for that

We’ve had pooled employer plans (PEP) since January 1, 2021, and. with the weekly press releases ...

by Ary Rosenbaum, That 401(k) Guy

It never goes to plan

My grandmother always said that life doesn’t go to plan. She said that years before her death and...

by Ary Rosenbaum, That 401(k) Guy