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When AI Becomes Your Co-Fiduciary: The New Frontier of Risk for 401(k) Sponsors

In the world of retirement plans, we’re comfortable with spreadsheets, deferral limits, matching ...

Participation on the Rise—But Don’t Celebrate Too Soon: Why the 401(k) Numbers Tell a Layered Story

So here’s what I’ve been watching—because if you’re a fiduciary, you don’t ju...

Another Forfeiture Suit Gets the Boot: What Plan Sponsors Should Learn from the Peco Foods Inc. Ruling

Greetings—this is Ary Rosenbaum picking up the referee’s whistle to review a recent win for fid...

2026 Limits Leap: A Fiduciary’s Drill — What Plan Sponsors Must Know Now

As I sit back, figuratively dusting off my “That 401(k) Conference” binder and sipping lukewarm...

When $1.8 Million Becomes the Fine Print in the 401(k) Fee-Fight

Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running exce...

That 401(k) Conference Heads to Chicago and Denver!

If you’ve been to one of That 401(k) Conferences before, you already know it’s not your typical...

When 401(k) Competition Turns into Corporate Espionage

So the 401(k) world just dropped an episode of “Corporate Spy vs. Corporate Spy” (with a splash...

Coming This January: That 401(k) Plan Provider Handbook by Ary Rosenbaum

After 401(k)’d, The Greatest 401(k) Book Sequel Ever, and Full Circle, I figured it was time to g...

When the Loan Defaults Come Home: A Fiduciary Wake-Up Call

When I read that Securian Financial is joining forces with Custodia Financial to bring their “Ret...

Fiduciary Gamechanger: The Cornell 403(b) Decision and What It Means for You

If after decades of advising retirement-plans I learned one thing, it’s this: The law doesn’t r...