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Lisa Gomez confirmed as EBSA chief

More than a year after her nomination, the Senate confirmed Lisa Gomez as assistant secretary ...

by Ary Rosenbaum, That 401(k) Guy

You lose clients when you don’t care

When it comes to my area, Conservative Jewish synagogues aren’t doing well. The one in my village...

by Ary Rosenbaum, That 401(k) Guy

Savers don’t let stock market get to them

Despite the volatile stock market, retirement saving continued to be a strong focus for defined con...

by Ary Rosenbaum, That 401(k) Guy

Fiduciaries go into business for themselves, pay $2 million in EBSA fines

Retirement plan assets are for the exclusive use of plan participants, it’s not supposed to be fo...

by Ary Rosenbaum, That 401(k) Guy

CARES Act Amendment Deadline extended

In Notice 2022-45 the Internal Revenue announced that qualified retirement plans (and IRA...

by Ary Rosenbaum, That 401(k) Guy

The thing about PEPs

January 1 will be two years of pooled employer plans (PEPs). While I know there aremany plan provid...

by Ary Rosenbaum, That 401(k) Guy

Fewer participants like their plan’s digital experience

Success has many parents and failure is an orphan. In addition, everyone loves 401(k) plans when th...

by Ary Rosenbaum, That 401(k) Guy

Dance card getting stacked for That 401(k) National Virtual Conference

As we get closer to January, we are filling our speakers list for That 401(k) National Virtual Conf...

by Ary Rosenbaum, That 401(k) Guy

Goldman Sachs wins excessive fee case

Goldman Sachs won a dismissal of a proposed class action over its alleged imprudent use of high-cos...

by Ary Rosenbaum, That 401(k) Guy

Janus, the latest proprietary fund lawsuit

If you own a restaurant, it’s a bad look if the employees order takeout. If you own a mutual f...

by Ary Rosenbaum, That 401(k) Guy