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Blue Ridge buys TSC

Blue Ridge Associates (“Blue Ridge”), a third party administrator (TPA) for ESOP and qu...

by Ary Rosenbaum, That 401(k) Guy

People would want a state run plan

You work for a company, you want benefits. When I worked for others, what I wanted was a retirement...

by Ary Rosenbaum, That 401(k) Guy

Managed Accounts could use a rebrand

They have been around for a long time and while I. think they can be beneficial, managed 401(k) acc...

by Ary Rosenbaum, That 401(k) Guy

DOL rule gets its first lawsuit

The new fiduciary rule, which had its final rule, published, got its first lawsuit. The Federati...

by Ary Rosenbaum, That 401(k) Guy

The fiduciary rule and the rollover

I’m not a fan of abuses in the retirement plan space. I called for fee disclosures before it was ...

by Ary Rosenbaum, That 401(k) Guy

JP Morgan Chase has participant data breach

Cybersecurity on all levels is one of the biggest threats out there that everyone in the 401(k) spa...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference returned to Arlington

That 401(k) Conference first started in 2018 and Arlington, Texas is the first city to have the eve...

by Ary Rosenbaum, That 401(k) Guy

DOL releases new fiduciary rule

What is old is new again. Again, the Department of Labor (DOL) is trying to unveil a new fiduciary ...

by Ary Rosenbaum, That 401(k) Guy

DOL wants help on retirement plan lost and found

The Department of Labor (DOL) issued a proposed information collection request (ICR) to help implem...

by Ary Rosenbaum, That 401(k) Guy

Paychex sued over distribution checks

Paychex is fighting a lawsuit by a participant claiming their distribution check was stolen in New ...

by Ary Rosenbaum, That 401(k) Guy