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DOL to try that new fiduciary rule again

Secretary of Labor Alexander Acosta indicated that the Department of Labor will try to roll out a ne...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits KC

The 8th edition of That 401(k) Conference was held at Kauffman Stadium in Kansas City on Friday, May...

by Ary Rosenbaum, That 401(k) Guy

New Jersey creates Required State Run Auto-IRA Plan

As Congress and the Department of Labor (DOL) still keep the status of open multiple employer plans ...

by Ary Rosenbaum, That 401(k) Guy

Less than a year to mandatory 403(b) Restatement

With May here, plan sponsors and plan provider may not be aware of an Internal Revenue Service (IRS)...

by Ary Rosenbaum, That 401(k) Guy

Vanderbilt forks over $14 million in 403(b) settlement

The plethora of class action lawsuits against colleges and universities over their 403(b) plans have...

by Ary Rosenbaum, That 401(k) Guy

TD Ameritrade to sell retirement plan assets to Broadridge

There is further consolidation in the retirement plan business as TD Ameritrade is selling its retir...

by Ary Rosenbaum, That 401(k) Guy

IRS changes EPCRS program, expands self-correction program

After annoying many plan sponsors and plan providers by increasing user fees for their voluntary com...

by Ary Rosenbaum, That 401(k) Guy

Introducing Thrive

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the country wit...

by Ary Rosenbaum, That 401(k) Guy