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That 401(k) Conference to hit the Pacific Northwest in September

Seattle and T-Mobile Park will be the site of That 401(k) Conference on Friday, September 9th. As a...

by Ary Rosenbaum, That 401(k) Guy

The participant direction dilemma

The problem with offering participants direction of investments is participants themselves. As a wh...

by Ary Rosenbaum, That 401(k) Guy

Timing is everything

Remember when there was the beanie baby craze and people would open stores that only sold beanie ba...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Phoenix

With a rescheduled date because of the baseball lockout. That 401(k) Conference finally hit Phoenix...

by Ary Rosenbaum, That 401(k) Guy

When Jerry Schlicter talks, plan sponsors should listen

Plan sponsors offering bitcoin in-plan as part of a plan investment lineup would expose the plan, r...

by Ary Rosenbaum, That 401(k) Guy

Elizabeth Warrens also airs concerns over crypto in 401(k)

It’s no surprise that U.S. Sen. Elizabeth Warren (D-Mass.) is expressing concerns about Fidelity ...

by Ary Rosenbaum, That 401(k) Guy

When can you expect me to write about SECURE 2.0?

As a sole proprietor, time is limited. As far as drafting articles about legislation, I just don’...

by Ary Rosenbaum, That 401(k) Guy

I get what Fidelity is trying to do

People are scratching their heads, the Department of Labor (DOL) had grave concerns over offering c...

by Ary Rosenbaum, That 401(k) Guy

DOL has grave concern over Fidelity bitcoin decision

The Department of Labor criticized Fidelity Investments’ plan to allow investors to put bitcoin i...

by Ary Rosenbaum, That 401(k) Guy

Fidelity to offer crypto window in 401(k) plans

Fidelity Investments will allow investors to put bitcoin (BTC) into their 401(k) retirement savings...

by Ary Rosenbaum, That 401(k) Guy