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That 401(k) National Virtual Conference to return in 2024

That 401(k) National Virtual Conference returns in 2024. The two-day event will be held on Thursday...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference 2023 was a big hit

With some great presentations and a lively roundtable, That 401(k) National Virtual Conference ente...

by Ary Rosenbaum, That 401(k) Guy

Participants don’t want crypto either

When things are going great, people are interested. When it isn’t, they aren’t. A new survey...

by Ary Rosenbaum, That 401(k) Guy

Adding Annuities still a concern for plan sponsors

There has been a push to add annuities to retirement plans, but I don’t see it gaining ground. ...

by Ary Rosenbaum, That 401(k) Guy

Tech company agrees to fork over $1 million in class action case

Coriant agreed to pay $1 million to resolve claims it violated its fiduciary duties under ERISA whi...

by Ary Rosenbaum, That 401(k) Guy

Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky

A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. Two plain...

by Ary Rosenbaum, That 401(k) Guy

U.S. Bank slapped with lawsuit

U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in Minnesota. ...

by Ary Rosenbaum, That 401(k) Guy

Good luck with after tax employer contributions

They said in Field of Dreams that if you build it, they will come. I think when it comes to offerin...

by Ary Rosenbaum, That 401(k) Guy

403(b) PEPs are great, but….

The idea that we can have 403(b) Pooled Employer Plans is great news because what could work well f...

by Ary Rosenbaum, That 401(k) Guy

The cost of SECURE 2.0 will be Catch Up Contributions

Any legislation that is supposed to benefit taxpayers, there is a hidden cost. Look at the Tax Refo...

by Ary Rosenbaum, That 401(k) Guy