The Most Dangerous Words in a 401(k): “We’ve Always Done It That Way.”
If I had a dollar for every time a plan sponsor told me, “We’ve always done it that way,” I...
If I had a dollar for every time a plan sponsor told me, “We’ve always done it that way,” I...
One of the most persistent myths in the 401(k) universe is the idea that the third-party administra...
If there’s one consistent truth in the retirement plan world, it’s that nothing stays consisten...
By Ary Rosenbaum Every few months, I hear a plan sponsor brag, “Our provider said the 401(k) i...
We’ve all heard it: “Don’t leave free money on the table.” It’s the classic pitch to get ...
If you’ve been around the 401(k) block as long as I have, you know that the most innocuous-lookin...
Greetings — Ary Rosenbaum here, gear-shifting through the ERISA/401(k) lane, rubber on the paveme...
If you ever want to know how strong your fiduciary process really is, don’t look at the investmen...
Every year, I see plan sponsors spend thousands on shiny “financial wellness” programs—apps, ...
Working with a plan sponsor recently, I was helping sort out a late Form 5500 issue. Pretty routine...