Ary Rosenbaum, That 401(k) Guy

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

That 401(k) Conference hits Denver

The ninth edition of That 401(k) Conference was held at Coors Field on Friday, June 14th. As always,...


Plan enrollment/education meetings are more than just an exercise

As a 401(k) plan sponsor, you need to understand that an integral part of limiting your liability wh...


DOL should make e-disclosures the default

It’s 2019 and one area that the Department of Labor (DOL) could help both the retirement plan indu...


If the DOL says you should find missing participants, do it

I’m not afraid of many things, except making the deep water and the heights. I’m not afraid of t...


The hardship distribution

It’s 2019 and while the hardship rules are changing for 2020, keep in mind that hardship distribu...


Plan any events ahead and let the word get out

The genesis for That 401(k) Conference can be traced to two things: 1) my experience at other 401(k)...


Plan Design is a big deal

Chess is not a game that I ever played a lot or was ever good at it, but it’s a fascinating game b...


Bill Buckner, R.I.P.

I was saddened to learn of the death of baseball great Bill Buckner from a form of dementia. I met B...


Why most MEPs never take off

With the SECURE Act passed by the House and some form of legislation being expected to be passed by ...


Investment education is about a process

Advisors ask me all the time of the role of education in participant-directed 401(k) plans. Particip...