Ary Rosenbaum, That 401(k) Guy

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

Experience could mean many things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

dont be cheap

Don’t be cheap on retirement plans

As I have stated before, I am loath to hire employees because I was an employee once too. That prett...


All you need is just a little patience

I always talk about my open-door policy with financial advisors and third party advisors where I wil...

taz credit

IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per year to em...

full time part time

IRS Provides Guidance on Long-Term, Part-Time Employees in 401(k) Plans

Under the SECURE Act, 401(k) plan sponsors will be required to have a dual eligibility requirement u...


Possible Biden 401(k) is a little chilly

A little known proposal from the Joe Biden campaign concerning 401(k) plans is giving many in the in...


Take extra precaution for COVID distributions

The Securities and Exchange Commission is urging professionals to take extra steps to ensure the saf...

always be selling

They will always be selling

When I was a kid, there were two varieties of Cheerios, one version of Listerine, and one type of Cr...


Plan settlement shows you what’s wrong

Finding things wrong with a 401(k) plan is very easy when a settlement in. a lawsuit has been reache...

walt frazier

Walt Frazier will be wheeling and dealing at That 401(k) National Virtual Conference on January 21

NBA Hall of Famer/Knicks legend/Knicks broadcaster Walt “Clyde” Frazier will be our guest on day...