That 401k Site | Everything You Need to Know

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Friday September 20, 2019, 9:00 am – 2:00 pm

Progressive Field, Cleveland, OH

Register and Pay below:

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For 401(k) Plan Sponsors

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Is your SIMPLE IRA plan ready for an IRS audit?

If you sponsor a Savings Incentive Match Plan for Employees (SIMPLE) and have not had the misfortune of undergoing an IR... by J. Timothy Corle, CPC, CFP®

free

The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been advisors who scoffed... by Ary Rosenbaum, That 401(k) Guy

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You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of investments is the newes... by Ary Rosenbaum, That 401(k) Guy

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The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the holidays after I start... by Ary Rosenbaum, That 401(k) Guy

spendonconf

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a national conference... by Ary Rosenbaum, That 401(k) Guy

The good old days for advisors are gone

In the good old days of participant-directed 401(k) plans, a good chunk of financial advis...

For 401(k) Plan Providers

Ary Rosenbaum, That 401(k) Guy
Know why you hired them

As a plan sponsor, you have a fiduciary duty to hire competent plan providers to handle yo...

For 401(k) Plan Sponsors

Ary Rosenbaum, That 401(k) Guy
Sometimes, the litigators want a piece of you

Many years ago, I represented a defined benefit plan sponsor being investigated by the Dep...

For 401(k) Plan Sponsors

Ary Rosenbaum, That 401(k) Guy
More annuities in plans is a pause for concern

A growing number of U.S. employers are adding lifetime income solutions to their defined c...

News

Ary Rosenbaum, That 401(k) Guy
IRS offers guidance on uncashed checks, but not really

In a recent revenue ruling, the IRS stated that if a participant or a beneficiary doesn’...

News

Ary Rosenbaum, That 401(k) Guy
The problem with target date funds

I wasn’t a fan of target-date funds when the markets crashed in 2008 because ther...

News

Ary Rosenbaum, That 401(k) Guy
If you’re late with deferrals, it will probably happen again

People who are late are usually late most of the time. I’m usually always early for a me...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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