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Ary Rosenbaum, That 401(k) Guy

2199 posts
All posts by Ary Rosenbaum, That 401(k) Guy

Correct the late deferral issue correctly

Correcting your late deferrals by depositing them and making a contribution to make up for lost earn...

Get those safe harbor notices out

If you have a safe harbor 401(k) plan or plan on adding that provision to your plan, keep in mind th...

IRS proposes changes to life expectancy tables

People complain a lot about life these days, but one fun fact is that people are living longer than ...

That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 plus advisor...

That 401(k) Conference and That 401(k) National Conference: Sponsoring While Not Burning You Out

When I first started my law practice, I’d be asked to sponsor a networking event or a plan sponsor...

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that will make p...

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership or who serv...

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to steal money ...

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to be posted ...

Vanderbilt University settles 403(b) lawsuit for $14.5 million

In the wave of litigation against universities for their 403(b) plan, there were several victories b...