That 401k Site - Part 133

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States’ Plans doesn’t mean they’re coming for yours

Thanks to Department of Labor guidance that allows states to get in the retirement plan bu...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
You don’t have to join the race to zero

When I started in the retirement plan business, the third party administrator (TPA) relate...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The 401(k) Guy’s random riffs on sports

The idea behind The 401(k) Guy is based on Bill Simmons, who was The Sports Guy at ESPN an...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Brokers need to educate themselves for the New Day in April

All the broker dealers are spending millions in legal fees to comply with the new Fiduciar...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The IPS could be an actual problem

The investment policy statement (IPS) is one of the most important documents that a partic...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The perils of too much choice in participant directed plans

One of the claims in those class action 403(b) lawsuits against universities is a claim th...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: Alvin Rapp, RPG Consultants

About 8 years ago, I was invited by a Manhattan stockbroker to speak at a plan sponsor eve...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Call the ERISA Attorney Before It’s Too Late

Besides bagels, pastrami, and cheesecake, New York is really well known for good medical c...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
If you’re focusing on the tie, you’re not doing your job

Before I graduated law school, I had a penchant for some really loud ties, I had ties from...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Cubs-Indians World Series was one for the ages

The World Series that pitted the Chicago Cubs against the Cleveland Indians will be rememb...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
You Know Jack

Working for organizations whether it was companies I worked for or for outside activity or...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Plan Fees Have Been Getting Lower

NEPC, LLC published the results of its 11th Annual NEPC Defined Contribution Plan and Fee ...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Pity the Cleveland Browns

There have been some pretty awful sports franchises in sports history, yet making fun of a...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Giving for the right reason

A few weeks back, I had the pleasure of interviewing Ross Marino from Rekon Intel and he t...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Robo-Advisors are great until they’re not

When I think of Robo-advisor, why do I think of the robot from Lost in Space? Seriously Ro...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Titles mean nothing; responsibilities mean everything

When I was younger and it involved with student organizations, there was this saying that ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Did You Hire The Right 401(k) Investment Adviser?

As a 401(k) plan sponsor, you are probably aware that there are some new fiduciary regulat...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
Thoughts on the DOL Fiduciary Rule Q&A

The Department of Labor (DOL) issues the first of a few Q&As to help with financial ad...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Pointing to a zero revenue sharing world

When I first started in the 401(k) plan business in 1998, it was a boom time for the stock...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
If You Make An Ultimatum, Deal With The Consequences

What’s an ultimatum? It’s a final, uncompromising demand or set of terms issued by a p...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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