That 401k Site - Part 122

close

Interview: James Holland, MillenniuM Investment and Retirement Advisors

I met James Holland pretty soon after I started my own law firm through the discussion gro...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The problems with the 401(k) Match Game

If you’re an employee and your employer matches your salary deferrals through a matc...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Commission Trails Like Layers of an Onion

One of the most interesting aspects of dealing with the Fiduciary Rule is commissions. Whe...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Lucas Film deal is going to be a goldmine for Disney

In 2012, George Lucas sold Lucas Films to Disney for $4 billion. While it won’t be t...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Legacy of Phyllis Borzi

They often say that the Legacy of a person can only be decided later as time passes by. I&...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Why Trump Won’t Roll Back New Fiduciary Regs

There have been significant differences of opinion on whether President-elect Trump will r...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
It’s 10pm, do you know where your beneficiary election form is?

This seems like a question with an obvious answer, but real life turns up some interesting...

For 401(k) Plan Sponsors

Steve Mayer, The Mayer Benefits Advisory, LLC
Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When o...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Another issue with The Fiduciary Rule is what else it covers it

When you read the ingredients on a food item package, you’ll often be shocked as to ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
ERISA 404(c) lineup are a much bigger headache

When I first started in the business in 1998, daily valued, participant 401(k) plans were ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Wells Fargo sued over their proprietary target date funds

Thanks to litigation, we will probably see one day where a mutual fund company will no lon...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Be Humble

So my son loves to go to baseball card shows and when I think of my younger days when my f...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Why I’m still wary of Target Date Funds

I’m an ERISA attorney and I handle my own investments, so I’m certainly no fin...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Good marketing goes a long way

When I started my own law practice in April 2010, my public relations guru was able to pro...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Book Review: Jeff Gordon: His Dream, Drive, and Destiny

As a Jewish kid growing up from Brooklyn, I certainly didn’t get into NASCAR. It rem...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: Louis Harvey, Dalbar

I believe when it comes to retirement plan sponsors and plan providers, information and ed...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Coverage is always the biggest problem

When you look at the problems of retirement plans, one that gets short shrift is coverage ...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Face facts: Retirement Plan Sponsors Only Seek Help When They Need It

When I was at that semi-prestigious law firm many moons ago, I developed this plan review ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Rollovers are going to be a rough business

I have been saying all along that rollovers are going to be a very rough and difficult bus...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Experts say Trump won’t delay or kill Fiduciary Rule

Experts claim that a President Donald Trump is likely to let the new Fiduciary Rule go int...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

Prev
1
…
120
121
122
123
124
…
129
Next