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Ary Rosenbaum, That 401(k) Guy

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

Yeah, that won’t work

I always say that the retirement plan business is relationship-driven. It’s a business built on tr...

Watch those social media posts

I was a little irritated when a person from my community was appointed to an elected position becaus...

Make Sure Plan Sponsors Have Those Hardship Changes In Place

I was an attorney for a third party administrator (TPA) in 2007 and one of our plan administrator sa...

Don’t make bad hires

It was clear by the time that Carlos Beltran was interviewing for the Mets manager job that he was s...

The SECURE Act doesn’t change one big problem for MEPs

While I loved the fact that pooled employer plan (PEP) is an option as a multiple employer plan (MEP...

Push those tax credits

When prospecting potential clients that are considering a new 401(k) plan, push those tax credits if...

There is a difference between TPAs

In any service industry, the quality of service and price can be far and wide. While people say that...

WealthPRIME has a winner with their software

As an ERISA attorney, I get asked to review new retirement plan tools and plan provider marketing to...

Northrop Grumman has to shell out $12.4 settlement in 401(k) case

Northrop Grumman Corp. agreed on a tentative settlement regarding their 401(k) plan by offering to p...

Don’t forget that DB restatement date

The Internal Revenue Service (IRS) has established a process that requires all retirement plan spons...