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DOL releases guidance on small account balances

The Department of Labor (DOL) has released Field Assistance Bulletin 2025-01 (the Bulletin), allowi...

by Ary Rosenbaum, That 401(k) Guy

DOL changes? Maybe not so fast

With the change of Presidential administrations, there was certainly a discussion on what the Depar...

by Ary Rosenbaum, That 401(k) Guy

Red Flag Report is a Red Flag

George Carlin had a joke that to get off a jury, you should just tell the Judge that you can determ...

by Ary Rosenbaum, That 401(k) Guy

Equitable launches PEP

Equitable has introduced Equitable Retirement Access, the company’s 401(k) Pooled Employer Plan (...

by Ary Rosenbaum, That 401(k) Guy

People like their 401(k)s

According to new research published by the Investment Company Institute (ICI), Americans like their...

by Ary Rosenbaum, That 401(k) Guy

DOL announces VFCP changes

The Department of Labor announced that its Employee Benefits Security Administration has updated it...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual entertains

That 401(k) National Virtual Conference had its 5th edition on January 30-31. Over 110 people signe...

by Ary Rosenbaum, That 401(k) Guy

The Retirement Advantage has a new PEP

The Retirement Advantage Inc. has introduced the TRA Select 401(k) Pooled Employer Plan, with the E...

by Ary Rosenbaum, That 401(k) Guy

American Airlines gets split decision loss in ESG lawsuit

A Texas federal district court ruled that American Airlines breached its fiduciary duty of loyalty,...

by Ary Rosenbaum, That 401(k) Guy

Transamerica gets brand revamp

Transamerica announced a brand revamp. According to Transamerica, these changes include an updat...

by Ary Rosenbaum, That 401(k) Guy