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Ary Rosenbaum, That 401(k) Guy

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

You’re late, file for the DVCP, because the penalties are larger

Failure to file Form 5500 is costly as the Department of Labor (DOL) and Internal Revenue Service (I...

Red Cross sued over their 401(k) plan

When you’re big enough, you are a target for a 401(k)lawsuit. The American National Red Cross has ...

I like State Employer Mandated IRAs, I just hate State Employer Mandated IRAs

I like the idea of states enacting mandated employer State IRA programs, I just don’t like State E...

That 401(k) Virtual Bunch with Congressman Jamie Raskin is on May 10th

Congressman Jamie Raskin (D-MD) was supposed to be a guest for That 401(k) National Virtual Conferen...

Never give up

If you start a retirement plan provider practice, it can be frustrating. Like I always say about thi...

Clients need to get over a fear over ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Since I take c...

Compromise means you have to give in too

I am in the midst of a serious dispute with a third-party administrator (TPA), let us just say it’...

Plan design puts more money in your pocket

If you’re a retirement plan sponsor, why should you care about plan design? Retirement plan design...

It’s amazing how bad administration can be

Most administration conducted by third-party administrators (TPAs) is quite good, but the juicy and ...

With politics, never assume

Many of us in the retirement plan industry including yours truly, swore up and down that the Biden a...