News & Analysis as of

Retirement Plan › Benefit Plan Sponsors › Fidelity Investments

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

DOL has grave concern over Fidelity bitcoin decision

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Department of Labor criticized Fidelity Investments’ plan to allow investors to put bitcoin in their 401(k) accounts....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fidelity to offer crypto window in 401(k) plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Fidelity Investments will allow investors to put bitcoin (BTC) into their 401(k) retirement savings accounts later this year....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Proprietary fund plan sponsor problems

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

I always say that I come up with many ideas, but most of them are bad. Seriously, there are so many bad ideas out there in the 401(k) space and one of the really bad ideas out there are bundled plan providers using their own,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

MIT folds in class action lawsuit

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Kenny Roger’s “The Gambler” song has some great tips. You need to know when to hold ‘em, know when to fold ‘em, know when to walk away, and know when to run. MIT wisely settled a class-action lawsuit concerning their...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - February 2018

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A Call For A New Standard For Financial Advisors. A higher standrad for today. Over the last 10 years, there has certainly been a revolution among 401(k) financial advisors about the need and concern of good fiduciary...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fidelity charging for Vanguard assets, why so surprised?

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on participant assets invested with Vanguard index funds. The fee won’t apply to existing Fidelity clients and will be billed to the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The effect of more 401(k) bundled provider litigation

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

There is a proliferation of litigation against plan sponsors and against bundled 401(k) plan providers for offering their own proprietary funds in 401(k) plans for their employees as well as the 401(k) plans they administer...more

Proskauer - Employee Benefits & Executive...

Fidelity Prevails In ERISA Float Litigation

Proskauer - Employee Benefits & Executive... on

The First Circuit joined the Eighth Circuit in finding that Fidelity’s practice of earning overnight “float” interest on the cash paid out to 401(k) participants redeeming shares in mutual funds did not violate ERISA’s duty...more

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