Ary Rosenbaum, That 401(k) Guy

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

Push those tax credits

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


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 has a winner with their software

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


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...


Don’t forget that DB restatement date

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


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...


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...


Per ahead charges are eye popping in MEP case

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


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 ...


Delaware hammers a 403(b) Provider

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