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Ary Rosenbaum, That 401(k) Guy

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

Acosta resigns, so what?

I’m sure that everyone knows that Secretary of Labor Alexander Acosta resigned over the controvers...

Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do...

Watch your eligibility provision

Your plan’s eligibility provision is a big thing because it serves as a gatekeeper for which emplo...

Don’t let consolidation scare the life out of you

When I travel to a stadium or a game, I’m a beer snob and I will walk around to find a beer that i...

What Were They Thinking #62 The CFL in USA

Sports history is littered with failed football leagues: the AAFC, the WFL, the USFL, and the first ...

Introducing That HR Association

You’ve seen the logo for many of That 401(k) Conferences as a conference sponsor, but you don’t ...

Can we do better with automatic rollover IRAs? Yes.

I call myself the “most dangerous ERISA attorney in America” because I’m not afraid to express...

The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been ...

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of inve...

The uncashed check fiasco

In the retirement plan industry, we have rules and we have guidelines on what to follow. However, th...