Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Frame the PEP the right way

Ron Nehring, my long-time college pal, and current Republican political operative said it bes...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where that will he...

by Ary Rosenbaum, That 401(k) Guy

News

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, there is s...

by Ary Rosenbaum, That 401(k) Guy

News

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requirements fo...

by Ary Rosenbaum, That 401(k) Guy

News

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of Labor. ...

by Ary Rosenbaum, That 401(k) Guy

News

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on Thursday, ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

A restatement could be time for a plan housecleaning

A restatement process isn’t required by the Internal Revenue Service so that ERISA attorney can bi...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and m...

by Ary Rosenbaum, That 401(k) Guy

News

Retireholi(k)s to appear at That 401(k) National Virtual Conference

The Retireholi(k)s, the folks from Plan Design Consultants, and the greatest videocast in 401(k) ind...

by Ary Rosenbaum, That 401(k) Guy

News

Biden won’t get what he wants on deferrals

Articles about presidential nominees and their 401(k) proposals are always amusing because all they ...

by Ary Rosenbaum, That 401(k) Guy