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Ary Rosenbaum, That 401(k) Guy

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

Need a Pooled Plan Provider? Give me a holler

As some people may or may not know, my affiliated company, Austin 3(16) Fiduciary Limited has filed ...

Some of the hubbub over PEPs is nonsense

In terms of the 401(k) plan business, I think the hype over pooled employer plans (PEP) will be the ...

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...

Streaming paralysis is a thing

Remember when Bruce Springsteen sang about 57 channels and nothing on? Thanks to streaming services,...

Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...

You need to be accountable

People don’t like to be accountable for the most part. It’s just human nature to blame someone e...

Yes, advisors are pushing HSAs and they should

A recent study by Access Point HSA, a Rhode Island consulting group, conducted a survey over the sum...

Time to change provisions, get that built into the restatement

With the restatement process underway, it certainly makes sense to review your plan document and see...

The restatement process begins

For those with defined contribution pre-approved plans, it’s time to restate your plan document. Y...