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2020 Limits Announced

I As I’m sure you heard, the Internal Revenue Service released their 2020 Cost of Limit Adjustment...

by Ary Rosenbaum, That 401(k) Guy

IRS proposes changes to life expectancy tables

People complain a lot about life these days, but one fun fact is that people are living longer than ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 plus advisor...

by Ary Rosenbaum, That 401(k) Guy

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to steal money ...

by Ary Rosenbaum, That 401(k) Guy

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to be posted ...

by Ary Rosenbaum, That 401(k) Guy

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...

by Ary Rosenbaum, That 401(k) Guy

A useless statistic on Target Date Funds

I’m not a big fan of target-date funds and that bias goes back to the implosion of the stock marke...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference will hit St. Louis in 2020

That 401(k) Conference has booked its first regional conference in 2020.   That 401(k) Conferen...

by Ary Rosenbaum, That 401(k) Guy

The lesson of Ken Fisher

Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a resul...

by Ary Rosenbaum, That 401(k) Guy

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

by Ary Rosenbaum, That 401(k) Guy