That 401k Site - Part 132

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The TPA Asset Based Fee is a dinosaur

I have a good friend of mine that I’ve known for the last 18 years and he’s on...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Avoid the leadership vacuum

For any presidential campaign, there usually is an ad about which candidate would you trus...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Unintended Consequences of the Fiduciary Rule #4: Grandma won’t have a broker

Aside from my wife and children, my favorite person of all time was my maternal grandmothe...

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That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
We have an education cost crisis

When people talk about the next financial bubble, everyone points out to a brewing student...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Burdens of Time and Its Impact On Your Retirement Plan

Everyone has an inherent fear of something, something that makes them shudder every time t...

For 401(k) Plan Sponsors

Gina Migliore, Priority Pension Services, Inc. (AFI)
Death Doesn’t Make Them Great

I’ll probably sound like a jerk for saying this, but the Larry David inside of me wa...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Fiduciary Rule isn’t the 11th Plague, you can predict that

I’ve heard so many negative things about the impact that the fiduciary rule will have on...

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That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Socially Responsible Investing Ratings Can Boost Your 401k’s Value

Recently Morningstar, creator of the Morningstar Star Ratings for mutual funds, introduced...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
It’s time to look at your books of business

Broker-dealers are certainly in a bind to comply with the new Fiduciary Rule and one aspec...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Furnish those documents to Plan Participants or Pay Through The Nose

Plan sponsors should understand that under ERISA, plan participants are entitled to certai...

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That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Safe harbor notices due December 1

It’s the second week of November, but it’s a friendly reminder that if you off...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Forfeitures can be a compliance headache

Defined contribution plans such as 401(k) plans have a forfeiture provision if there are c...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
My opinion on Payroll Provider TPAs

If there is one opinion that I have that is argued about many times is my two cents in the...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: Sheri Fitts, ShoeFitts Marketing

I’ve always said that marketing is one of the things out there that can help retirement ...

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That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
All points lead to more index funds in 401(k) plans

Thanks to the new Fiduciary Rule, I believe that you’re going to see more index fund...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
DOL Issues Form 2016 5500 and Increases Penalties

I believe that one of the great breakthroughs over the past few years has been the mandato...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The legend of Helmut Norpoth

When it does to my 22 years of education, my favorite time was the 4 years I got a degree ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The problem with offering stock in 401(k) plans

Wells Fargo was fined $185 million for creating fake bank accounts for customers to meet q...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What the Campaign Can Tell You About Marketing Your Practice

Before we start this out of the gate: this isn’t about the actual positions of the c...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
President Trump and The Fiduciary Rule

While everyone is trying to get used to the term President-Elect Donald J. Trump, anyone r...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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