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Ary Rosenbaum, That 401(k) Guy

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

Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than all other ni...

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word that the Depa...

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefits of one ...

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in with the best...

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled Employer ...

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school district. Th...

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same can be said ...

The future of conferences

With COVID still in full bloom, I’m concerned over the future of national conferences. While NAPA ...

The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and social mutual f...

ERISA litigators are always at the cutting edge

While every large 401(k) plan is a target for a class-action lawsuit over costs, I believe the years...