DailyPost
close
DailyPost

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

Beneficiary Statements: No Good Deed Goes Unlitigated

Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit?...

by Ary Rosenbaum, That 401(k) Guy

Bitcoin Over $120K? That Doesn’t Mean It Belongs in Your 401(k)

Bitcoin has blown past $120,000 and, predictably, the buzz is back. Advisors are getting questions....

by Ary Rosenbaum, That 401(k) Guy

Quick Tips for Plan Sponsors Who Want to Stay Out of Trouble

If you’re a 401(k) plan sponsor, you don’t need to be an ERISA expert—you just need to avoid ...

by Ary Rosenbaum, That 401(k) Guy

Plan Design That Works: Why 401(k) Participants Are Saving Smarter

Every once in a while, the data tells a story that plan sponsors should actually feel good about. V...

by Ary Rosenbaum, That 401(k) Guy

Forfeitures and Fiduciary Risk: What Plan Sponsors Need to Know Now

Forfeitures have long been a sleepy corner of 401(k) plan administration, but recent class-action l...

by Ary Rosenbaum, That 401(k) Guy

Overpaying for Underperformance: A Fiduciary Breakdown in Plain Sight

A massive new study by Abernathy-Daley covering nearly 58,000 corporate 401(k) plans delivered a si...

by Ary Rosenbaum, That 401(k) Guy

Solo 401(k) Really Means Solo—So Don’t Be Surprised When You’re on Your Own

Let’s be honest: the Solo 401(k) is one of the great marketing wins of the retirement plan indust...

by Ary Rosenbaum, That 401(k) Guy

Why I Don’t Like Life Insurance in a 401(k) Plan

I’m not anti-life insurance. In fact, I have life insurance, and I believe it’s one of the most...

by Ary Rosenbaum, That 401(k) Guy

There is a difference between TPAs

In any service industry, there’s a wide range of quality and pricing. People often tell me I focu...

by Ary Rosenbaum, That 401(k) Guy

There is a cost to those free plans

There’s nothing wrong with “free” — unless there’s a hidden cost lurking beneath the surf...

by Ary Rosenbaum, That 401(k) Guy