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Ary Rosenbaum, That 401(k) Guy

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

Sorry is so easy to say

I once referred a 401(k) plan to an advisor. He did a terrible job and there were issues regarding h...

by Ary Rosenbaum, That 401(k) Guy

The PEP Gold Rush

I like choice and I like the idea that there is something called Pooled Employer Plans (PEPs) in 202...

by Ary Rosenbaum, That 401(k) Guy

Plan Terminations will cause leakage

If you look at the stock market, you wouldn’t know unemployment is 10% and that 180,000 Americans ...

by Ary Rosenbaum, That 401(k) Guy

GAO looks at QDROs

A new report from the Government Accountability Office looks at the barriers that participants and t...

by Ary Rosenbaum, That 401(k) Guy

Experience could mean many things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

by Ary Rosenbaum, That 401(k) Guy

Don’t be cheap on retirement plans

As I have stated before, I am loath to hire employees because I was an employee once too. That prett...

by Ary Rosenbaum, That 401(k) Guy

All you need is just a little patience

I always talk about my open-door policy with financial advisors and third party advisors where I wil...

by Ary Rosenbaum, That 401(k) Guy

IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per year to em...

by Ary Rosenbaum, That 401(k) Guy

IRS Provides Guidance on Long-Term, Part-Time Employees in 401(k) Plans

Under the SECURE Act, 401(k) plan sponsors will be required to have a dual eligibility requirement u...

by Ary Rosenbaum, That 401(k) Guy

Possible Biden 401(k) is a little chilly

A little known proposal from the Joe Biden campaign concerning 401(k) plans is giving many in the in...

by Ary Rosenbaum, That 401(k) Guy