close

Ary Rosenbaum, That 401(k) Guy

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

Push those tax credits

When prospecting potential clients that are considering a new 401(k) plan, push those tax credits if...

401piggy

There is a difference between TPAs

In any service industry, the quality of service and price can be far and wide. While people say that...

wealthprime

WealthPRIME has a winner with their software

As an ERISA attorney, I get asked to review new retirement plan tools and plan provider marketing to...

northgrum

Northrop Grumman has to shell out $12.4 settlement in 401(k) case

Northrop Grumman Corp. agreed on a tentative settlement regarding their 401(k) plan by offering to p...

binders

Don’t forget that DB restatement date

The Internal Revenue Service (IRS) has established a process that requires all retirement plan spons...

15E47D7C-3A4F-476F-9AD8-7F9CE5953868

Need to differentiate yourself among the bug boy and girls

A report by Cerulli on the future of the retirement plan business had a startling number. The report...

B95E05F1-BB56-4458-BA53-E329705EF2B9

The problem with insurance with 401(k) plans

I have life insurance and it’s an important financial tool to protect your loved ones. I’ve neve...

F4EB4B2F-4DD7-4DE0-956B-978B4AC219B2

Per ahead charges are eye popping in MEP case

National Rural Electric Cooperative Association (NRECA) is a national service organization that repr...

23189683-658D-45ED-A03E-A16A273A9E47

SECURE Act makes those late 5500s more costly

One aspect of the SECURE Act that many commentators failure to note is that it’s mor expensive to ...

F52150A9-B126-4A27-A9A2-86DA5AD67B38

Delaware hammers a 403(b) Provider

  The non-ERISA §403(b) space is the last bastion of high, hidden costs in retirement plans. T...