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Ary Rosenbaum, That 401(k) Guy

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

The restatement process begins

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

Politics is like professional wrestling and I know why

I was heavily in politics in college, both partisan and non-partisan (student government). Regardles...

Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative said it bes...

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where that will he...

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, there is s...

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requirements fo...

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of Labor.  ...

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on Thursday, ...

A restatement could be time for a plan housecleaning

A restatement process isn’t required by the Internal Revenue Service so that ERISA attorney can bi...

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and m...