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2023 Form 5500 changes announced

The 2023 Form 5500, which will be filed beginning in mid-2024, includes the following changes: A...

by Ary Rosenbaum, That 401(k) Guy

We return with a live Zoom event: That 401(k) Virtual Bunch on March 9th

The people have asked and we will comply. A new edition of That 401(k) Virtual Bunch will return on...

by Ary Rosenbaum, That 401(k) Guy

Federal court vacates DOL rollover rule

The Federal District Court for the Middle District of Florida vacated the Department of Labor’s (...

by Ary Rosenbaum, That 401(k) Guy

Senator wants crypto option, good luck

As Bitcoin starts inching back up, I’m in the black again and expect more clamor for crypto optio...

by Ary Rosenbaum, That 401(k) Guy

Loans and hardships are on the downswing

Bank of America’s newest survey shows that at the end of 2022, fewer participants took hards...

by Ary Rosenbaum, That 401(k) Guy

Walsh leaving DOL for NHLPA

Love those New York Rangers. In other news, the National Hockey Players Association will get a new ...

by Ary Rosenbaum, That 401(k) Guy

Microsoft wins Blackrock TDF lawsuit

A U.S. District Court judge threw out a case against Microsoft which claimed that the BlackRock Lif...

by Ary Rosenbaum, That 401(k) Guy

Putnam adds ESG Target Date Funds to their lineup

With the new Department of Labor (DOL) rules on ESG funds, it should be no shock that mutual fund c...

by Ary Rosenbaum, That 401(k) Guy

The thing about ESG

While the Biden administration’s Department of Labor (DOL) final environmental, social, and gover...

by Ary Rosenbaum, That 401(k) Guy

Employees are not interested in state plans

I like state mandates for retirement plan coverage, because it increases interest in employers spon...

by Ary Rosenbaum, That 401(k) Guy