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Ary Rosenbaum, That 401(k) Guy

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

It has to be all about intent

I live in an unincorporated village on Long Island and I’m always amused by the people who want t...

by Ary Rosenbaum, That 401(k) Guy

401(k) leakage is a big deal

The Treasury and Congress’ Joint Committee on Taxation have provided new estimates of how much. M...

by Ary Rosenbaum, That 401(k) Guy

EBSA pick back on track

President Biden’s nominee to lead the Employee Benefits Security Administration (EBSA) appears to...

by Ary Rosenbaum, That 401(k) Guy

Changes have to be smooth

I hate moving. I’ve lived in the same house now for 16 years and I dread the idea of moving and I...

by Ary Rosenbaum, That 401(k) Guy

Remember that 401(k) plans are a benefit

I think the one thing that 401(k) plan sponsors really forget is that the plan is an employee benef...

by Ary Rosenbaum, That 401(k) Guy

The bonus problem

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the h...

by Ary Rosenbaum, That 401(k) Guy

The problem with loans

When I draft a new 401(k) plan for a client, I’ll recommend a loan provision even though it can b...

by Ary Rosenbaum, That 401(k) Guy

Don’t forget Cycle 3 restatements

With 2022 here, don’t forget about Cycle 3. This “Cycle 3” restatement means that all...

by Ary Rosenbaum, That 401(k) Guy

EBSA pick stalled

While Lisa Gomez’s nomination passed a Senate committee hurdle, her nomination to lead the Employ...

by Ary Rosenbaum, That 401(k) Guy

Changes to 5500 reflect PEP requirements

The Department of Labor’s Employee Benefits Security Administration (EBSA) released their final r...

by Ary Rosenbaum, That 401(k) Guy