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The thing about stealing plan assets

I have been an ERISA attorney for 21 years now and the biggest thing that amazes me is when a fiduci...

by Ary Rosenbaum, That 401(k) Guy

Let’s be honest about teachers and their 403(b) plans

Non-ERISA 403(b) plans are the last stand for poorly run, highly expensive retirement plans. It is s...

by Ary Rosenbaum, That 401(k) Guy

Goldman Sachs sued for using proprietary funds in their 401(k) plan

Goldman Sachs has been sued for the alleged “unlawful” management of its company 401(k) ...

by Ary Rosenbaum, That 401(k) Guy

Warren gets assailed by ARA for 401(k) tax

As far as an industry watchdog group, let’s just say that the American Retirement Association (ARA...

by Ary Rosenbaum, That 401(k) Guy

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