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M&T Settlement shows the problem of using proprietary funds

Plan sponsors with their proprietary funds have a unique problem. Using proprietary funds will lead ...

by Ary Rosenbaum, That 401(k) Guy

SECURE Act maybe passed by the time you read this

The SECURE Act that would reopen the idea of open multiple employer plans (MEPs) might be passed by ...

by Ary Rosenbaum, That 401(k) Guy

Ron Nehring to speak at That 401(k) National Conference

Former Ted Cruz for President spokesperson and current MSNBC contributor Ron Nehring will be speakin...

by Ary Rosenbaum, That 401(k) Guy

What’s on tap for That 401(k) National Conference

As we get closer to 2020, some of the further details about That 401(k) National Conference will be ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Big D for Final 2019 event

That 401(k) Conference had its final 2019 event at the home of the Dallas Cowboys at AT&T Stadiu...

by Ary Rosenbaum, That 401(k) Guy

Invesco to settles lawsuit concerning their 401(k) plan

As I always say, being a mutual fund company with proprietary funds in their 401(k) plan makes them ...

by Ary Rosenbaum, That 401(k) Guy

EBSA recovers billions for participants

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) released its progr...

by Ary Rosenbaum, That 401(k) Guy

Some random thoughts on the retirement plan business

Cost is an overused consideration for picking plan providers, value and quality are underused. Targ...

by Ary Rosenbaum, That 401(k) Guy

Proposal for tax fee plan withdrawals for LTC premiums

I’m not a fan of reporting legislation, but this piqued my interest. Sen. Pat Toomey (R-PA), a mem...

by Ary Rosenbaum, That 401(k) Guy

Schwab to buy TD Ameritrade

Charles Schwab, the largest publicly traded discount brokerage firm and of the largest custodian of ...

by Ary Rosenbaum, That 401(k) Guy