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Ary Rosenbaum, That 401(k) Guy

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

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

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

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

Loan relief from EBSA

EBSA Notice 2020-01 from the Employee Benefits Security Administration (EBSA) announced important re...

by Ary Rosenbaum, That 401(k) Guy

Trader Joe’s beats back 401(k)

Trader Joe’s successfully beat back a class action lawsuit and it confirms what I have been saying...

by Ary Rosenbaum, That 401(k) Guy

Still push automatic enrollment

When I was at college, I was very involved politically. Someone I met my freshman year at Stony Broo...

by Ary Rosenbaum, That 401(k) Guy

Here comes the Outflows

With the CARES Act now law and most employers opting in for the COVID-19 distribution for their 401(...

by Ary Rosenbaum, That 401(k) Guy

Don’t be friendly with employees

There are essentially two types of people at any company: management and the employees. I always say...

by Ary Rosenbaum, That 401(k) Guy

The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...

by Ary Rosenbaum, That 401(k) Guy

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, theyâ...

by Ary Rosenbaum, That 401(k) Guy