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Ary Rosenbaum, That 401(k) Guy

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All posts by Ary Rosenbaum, That 401(k) Guy

They need you, be there

I have an old saying: “I needed you, you weren’t there, and I no longer need you.” When you h...

Don’t like ESG, don’t offer it

I hate to get political, but when people complain about something “woke,” they really should Go...

Not filing a Form 5500 is the greatest catastrophe

I have about a half dozen corporations where I need to file a corporate tax return by March 15. Eve...

Ascensus to buy Mutual of Omaha 401(k) recordkeeping business

Consolidation in the recordkeeping business will continue. Ascensus and Mutual of Omaha have an ...

Plan Sponsors are worries retirees will run out of money

According to a MetLife survey, 91% of plan sponsors are concerned that their future retirees will r...

Alliance Bernstein wins proprietary 401(k) fund lawsuit

My daughter works at a local restaurant and I think it doesn’t look good when employees there, or...

The most difficult clients to deal with are……

I’m becoming more like Larry David as I get older. Not the hypocritical part of Larry, but the pa...

You can’t let your system be overwhelmed

My son loves autograph signings. The enjoyment for me is dependent on whether the show is run well....

The controlled group rules, you need to understand it’s a thing

The controlled group rules, basically say that in many circumstances, companies with similar owners...

Forgotten accounts is a big deal

According to a recent study, there are 29.2 million forgotten participant 401(k) accounts that hold...