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The rollover issue

I think I learned in American politics that first semester in Stony Brook that if men were angels, ...

by Ary Rosenbaum, That 401(k) Guy

HP beats back forfeiture case

A federal judge in Northern California stated HP Inc. doesn’t violate the Employee Retirement Inc...

by Ary Rosenbaum, That 401(k) Guy

Group pushed back on DOL Lost and Found

The ERISA Industry Committee (ERIC) is pushing back on the Department of Labor (DOL) ask to require...

by Ary Rosenbaum, That 401(k) Guy

Vanguard shows record savings

A Vanguard published report found that the average participant deferral rate matched the historic h...

by Ary Rosenbaum, That 401(k) Guy

CITs gaining ground in the 401(k) space

For about a 25-year run, mutual funds dominated the 401(k) market, but signs are changing. A recent...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference 2025 Registration is open and it’s Free

That 401(k) National Virtual Conference returns live on Thursday and Friday, January 30-31, 2025 fr...

by Ary Rosenbaum, That 401(k) Guy

Some participants have no idea they’re not deferring

According to a survey by Principal, 59% of employees who are not contributing to their 401k or othe...

by Ary Rosenbaum, That 401(k) Guy

Qualcomm fails to get forfeiture case tossed

A federal judge in San Diego rejected Qualcomm Inc.’s motion to dismiss a lawsuit by a 401(k) pla...

by Ary Rosenbaum, That 401(k) Guy

Yankee Stadium That 401(k) Conference is a hit

With thanks to our sponsors and attendees, we ended the 2024 live editions of That 401(k) Conferenc...

by Ary Rosenbaum, That 401(k) Guy

TIAA needs to litigate cross-selling lawsuit

A lawsuit against TIAA’s cross-selling a managed account service will proceed after their motion ...

by Ary Rosenbaum, That 401(k) Guy