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Cetera buys RIA

Cetera is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) fi...

by Ary Rosenbaum, That 401(k) Guy

Vermont adds Auto IRA mandate

Vermont is one of the latest states providing a state-run plan for private-sector employees whose e...

by Ary Rosenbaum, That 401(k) Guy

Schwab shows gain in self directed brokerage accounts

You know I’m not in favor of self-directed brokerage accounts (SDBAs), but they are still a thing...

by Ary Rosenbaum, That 401(k) Guy

American Airlines pilot sues over ESG in 401(k) plan

As I always say, if you’re a retirement plan sponsor, you can be sued over anything, regardless o...

by Ary Rosenbaum, That 401(k) Guy

This Catch Up Roth change is going to be fun and it’s going to be a hot mess

To pay for the tax savings implemented by SECURE 2.0, there was a huge tax revenue earner. Beginnin...

by Ary Rosenbaum, That 401(k) Guy

Retirement Plan Roundtable returns June 15th at 4pm EST

Please join us for another edition of the Retirement Plan Roundtable for Thursday, June 15th, at 4p...

by Ary Rosenbaum, That 401(k) Guy

Auto Escalation doesn’t negatively impact participation

A new study suggests that plan sponsors can increase the rate of automatic enrollment in 401(k) pla...

by Ary Rosenbaum, That 401(k) Guy

Vestwell partners to help advisors

Vestwell announced new industry partnerships and integrations to help advisors....

by Ary Rosenbaum, That 401(k) Guy

Pew study shows retirement gap

Some disturbing projections came out of a Pew study on retirement plan savings. The new research...

by Ary Rosenbaum, That 401(k) Guy

Minnesota to add retirement program

Minnesota is slated to become the next to adopt a measure creating a state-run retir...

by Ary Rosenbaum, That 401(k) Guy