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Ary Rosenbaum, That 401(k) Guy

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

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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...

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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...

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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...

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IRS Released COVID Distribution Q&A

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

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ADP MEP Sued

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

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A lot of fluff, no stuff

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

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A headline is just a headline

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

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Participant Notice Relief from EBSA

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

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Blackout notice relief

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