Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

2024 and the long time, part-time provision is around the corner

Life goes fast. Feels about 10 years ago that I started as an ERISA attorney in practice and that w...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The Solo 401(k) and Form 5500 trap

I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been using it ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Multiple plans? Pick one. TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usually a defi...

by Ary Rosenbaum, That 401(k) Guy

Life Beyond 401(k)

The Fabelmans is excellent

I want to say that the first Spielberg movie I ever saw in the theater was Raiders of the Lost Ark....

by Ary Rosenbaum, That 401(k) Guy

Life Beyond 401(k)

The interesting part of the Hall of Fame debate

December and January always bring up discussions about the Hall of Fame. When I talk about the Hall...

by Ary Rosenbaum, That 401(k) Guy

News

In 2021, people were deferring more

The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sharing Plans...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Smaller plans, at least have the PEP tool

I was interviewed recently by a 401(k)-centric website about smaller plans. When I first started in...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Time to replace bad decision makers

I was an associate at a semi-prestigious law firm. I asked the 401(k) trustees to look at our plan....

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

Be wary of people like SBF

My wife doesn’t know much about crypto, but she is fascinated by what happened with FTX and SBF. ...

by Ary Rosenbaum, That 401(k) Guy

News

There is a gender gap on 401(k) deferrals

There is a gender gap with 401(k) deferrals and auto-enrollment might be the way to curb that. I...

by Ary Rosenbaum, That 401(k) Guy