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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

New RIA firm launched to evaluate 401(k) annuity options

I always say a retirement plan provider needs to find its niche to stand out in the retirement plan...

by Ary Rosenbaum, That 401(k) Guy

Plans don’t want retirement income solution

While there has been a push to allow 401(k) plan sponsors to offer retirement income solutions for ...

by Ary Rosenbaum, That 401(k) Guy

Fitts launches branding conference

I tried a national event once, held right before COVID shut down the world. I’m sure Sherri Fitts...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Plan Sponsor Conference debuts Friday, October 13th

On Friday, October 13th, join me and a bunch of 401(k) retirement plan providers for a unique and f...

by Ary Rosenbaum, That 401(k) Guy

99 Cents Stores To Fork More Than A Dollar in 401(k) lawsuit

99 Cents Only Stores have come to terms with an excessive fee suit involving their 401(k) plan for ...

by Ary Rosenbaum, That 401(k) Guy

EBSA releases 2022 enforcement tall

The Department of Labor’s Employee Benefits Security Administration, announced their enforcement ...

by Ary Rosenbaum, That 401(k) Guy

Millennium Trust to add auto portability option

Millennium Trust announced that they will add an optional auto-portability function to its automati...

by Ary Rosenbaum, That 401(k) Guy