Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

The problem with TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a tremendous and...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

401(k) Plan don’t have to be a period, they can be a comma

Too often brokers and financial advisors think about their client’s retirement plan needs and only...

by Ary Rosenbaum, That 401(k) Guy

News

Survey shows Employers Opting for CARES Act COVID Distribution

Willis Towers Watson conducted a survey showing that a vast majority of plan sponsors are opting for...

by Ary Rosenbaum, That 401(k) Guy

News

That 401(k) Virtual Conference 3 scheduled for June 5th

That 401(k) Virtual Conference 3 will be held on Friday, June 5th from 11am EST to 3pm Eastern. &nbs...

by Ary Rosenbaum, That 401(k) Guy

News

IRS Released COVID Distribution Q&A

The Internal Revenue Service (IRS)N has issued a series of an FAQ questions and answers regarding th...

by Ary Rosenbaum, That 401(k) Guy

News

ADP MEP Sued

When your plan becomes big enough, you become a target. A lawsuit was filed in New Jersey Fed...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

A lot of fluff, no stuff

There are many third-party administrators (TPAs) that I know based on working with them or based on ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Providers

A headline is just a headline

Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judge’s opin...

by Ary Rosenbaum, That 401(k) Guy

News

Participant Notice Relief from EBSA

EBSA Notice 2020-01 issued by the Employee Benefits Security Administration (EBSA) provides relief o...

by Ary Rosenbaum, That 401(k) Guy

News

Blackout notice relief

As part of dealing with coronavirus, the Employee Benefits Security Administration has issued EBSA D...

by Ary Rosenbaum, That 401(k) Guy