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More annuities in plans is a pause for concern

A growing number of U.S. employers are adding lifetime income solutions to their defined contributio...

by Ary Rosenbaum, That 401(k) Guy

IRS offers guidance on uncashed checks, but not really

In a recent revenue ruling, the IRS stated that if a participant or a beneficiary doesn’t cash a d...

by Ary Rosenbaum, That 401(k) Guy

The problem with target date funds

  I wasn’t a fan of target-date funds when the markets crashed in 2008 because there was no c...

by Ary Rosenbaum, That 401(k) Guy

The problem with plan provider appearances

My local school board is run by a clique who see nothing wrong that some of their children got hired...

by Ary Rosenbaum, That 401(k) Guy

Sites for 2020?

It’s August and the 2020 Major League Baseball Schedule is up. That means one thing: we’re plott...

by Ary Rosenbaum, That 401(k) Guy

Contractor pleads guilty to TPA skimming operation

I always say that you have better chances not getting caught by robbing a bank than you do by steali...

by Ary Rosenbaum, That 401(k) Guy

It’s legal until it’s not

Shelf space payments where mutual fund companies pay to get access on a particular 401(k) custodial ...

by Ary Rosenbaum, That 401(k) Guy

DOL Final MEP Rule: Again, Much About Nothing

In news that was far from earth-shattering, The Department of Labor (DOL) announced a final rule tod...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference, you won’t feel you got burned

That 401(k) National Conference, you won’t feel you got burned by Ary Rosenbaum   When I firs...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference returns to the NY Metro area

It started June 2018 at CitiField, so it only feels right to bring it back home, almost. That 401(k)...

by Ary Rosenbaum, That 401(k) Guy