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Ary Rosenbaum, That 401(k) Guy

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

When the IRS talks, it’s time to listen

When the Internal Revenue Service develops a laundry list of the things that they will focus on, whe...

The problem with Solo 401(k) plans

Solo 401(k) plans are a great benefit for sole proprietors. I know, I have one. The problem is they ...

DOL issues guidance on new fiduciary rule

The Department of Labor (DOL) issued guidance that reinforces that the new investment advice regulat...

DOL provides cybersecurity guidance

The Department of Labor (DOL) has issued guidance for plan sponsors and plan providers that cover be...

It doesn’t matter when you get paid, do your job

There is a growing problem that I’ve seen dealing with plan providers (usually third party adminis...

Dying organizations don’t change

I’m always fascinated by the history of dying organizations because I’ve been surrounded by them...

Get a scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelmin...

We laugh at NFTs until we won’t

I bought a $9 pack of digital video moments from a site called NBA Top Shot. They’re like trading ...

We shall return live in 2021

While 2020 sidelined our scheduled events in Houston, Minneapolis, and St. Louis, the plan is to ret...

It’s a wave of PEPs, but is it a wave of assets

With January 1st past us, we knew that many plan providers were going to launch Pooled Employer Plan...