Ary Rosenbaum, That 401(k) Guy

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

Frame the PEP the right way

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

simple plan

It’s not that SIMPLE

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

wide open

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...

PEP comics

DOL issues PEP Rule

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


DOL rules at risk under Biden

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


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, ...


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...

micro HC

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...

retireholiks copy

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...


Biden won’t get what he wants on deferrals

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