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That 401(k) Virtual Conference on Friday, April 17th

With regional That 401(k) Conferences in Houston and St. Louis postponed to later dates (TBA), I tho...

by Ary Rosenbaum, That 401(k) Guy

Expect some Coronavirus 401(k) relief

It may happen before this article posts, but I think it’s safe to say that the Internal Revenue Se...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference to hit Vegas in December

While we wait for guidance to reschedule That 401(k) Conference in Houston (April 17th) and St. Loui...

by Ary Rosenbaum, That 401(k) Guy

Aon and Willis Towers Watson to merge

As I’ve said, plan provider mergers will continue and have sped up ever since fee disclosure regul...

by Ary Rosenbaum, That 401(k) Guy

The new normal

I wasn’t around the Spanish Flu epidemic. My grandfather was and his older sister died of it at ag...

by Ary Rosenbaum, That 401(k) Guy

CenturyLink wins its 401(k) class action lawsuit

CenturyLink successfully defended the class-action lawsuit filed against them.   A federal judg...

by Ary Rosenbaum, That 401(k) Guy

Invesco settles their lawsuit

A lawsuit against the Invesco 401(k) plan has been settled for $3.47 million.   Also, Invesco a...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference hits Disney

I come from the land of Broadway where the show must go on. Despite the coronavirus epidemic, That 4...

by Ary Rosenbaum, That 401(k) Guy

$300 million Plan sued over share classes

As long as there are 401(k) plan sponsors who don’t show concern over cost, there will always be E...

by Ary Rosenbaum, That 401(k) Guy

Fidelity’s decision on rollovers is an sign

I loved the scene in the movie Donnie Brasco where the gang needs to make money for their boss’ ta...

by Ary Rosenbaum, That 401(k) Guy