Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The Legend of the Korean Fish Store

I grew up in Brooklyn and the area I originally lived in is called Midwood and I lived right off a s...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The self-correcting problem of late deferrals

When the 5500s are due and audits have to be completed, there is always an issue regarding late defe...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

It’s better than nothing

Small employers have a tough time affording 401(k) plans, that’s a fact. 401(k) plans aren’t che...

by Ary Rosenbaum, That 401(k) Guy

News

Coverage Testing is a Big Deal

When you look at the problems of retirement plans, one that gets short shrift is coverage and that i...

by Ary Rosenbaum, That 401(k) Guy

News

IRS tells us what their priorities are

One great about the Internal Revenue Service is that they tell us what they’re up to. They will te...

by Ary Rosenbaum, That 401(k) Guy

Life Beyond 401(k)

AEW is showing what is wrong with the WWE

All Elite Wrestling (AEW) premiered on TNT earlier this month and while detractors scoff at their po...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The one article I won’t write

I write a ton of articles as you may know and I will have advisors contacting me and suggesting some...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

You need a change of culture to change

Long term businesses in the retirement plan business don’t die overnight. It takes a very long tim...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Just another TPA error

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

There is a difference in my job

There are two major differences that I see in being an attorney when I worked for 9 years. for a thi...

by Ary Rosenbaum, That 401(k) Guy