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Ary Rosenbaum, That 401(k) Guy

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For 401(k) Plan Providers News For 401(k) Plan Sponsors Life Beyond 401(k) Sponsor Materials That 401(k) Guy
All posts by Ary Rosenbaum, That 401(k) Guy

IRS changes EPCRS program, expands self-correction program

After annoying many plan sponsors and plan providers by increasing user fees for their voluntary com...

by Ary Rosenbaum, That 401(k) Guy

Introducing Thrive

Thanks to guidance on a particular 401(k) plan to allow matching contributions in a 401(k) plans to ...

by Ary Rosenbaum, That 401(k) Guy

Make sure you can actually sponsor that plan

It’s an odd mistake, but this is the third time I’ve had to handle it in the last 10 years: repr...

by Ary Rosenbaum, That 401(k) Guy

The Don’ts of LinkedIn

I think LinkedIn is one of the greatest tools out there that can be used to effectively grow your pl...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference has Atlanta outing

That 401(k) Conference, the fun regional 401(k) advisor event hosted an Atlanta event at SunTrust Pa...

by Ary Rosenbaum, That 401(k) Guy

The problem with flying

Now that my kids are older and realizing that I need to be out there to meet plan providers around t...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Conference, Where Fun Meets 401(k)

The idea behind That 401(k) Conference was to start fun 401(k) advisor events around the country wit...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference To Hit Cleveland

That 401(k) Conference will emanate from Progressive Field in Cleveland on Friday, September 20, 201...

by Ary Rosenbaum, That 401(k) Guy

The thing about 401(k) legislation

People have asked me about the possibility of new laws pertaining to multiple employer plans (MEPs) ...

by Ary Rosenbaum, That 401(k) Guy

Just realize it’s a relationship driven business

For 9 years working for third-party administrators (TPAs), I never worked a day without Richard Laur...

by Ary Rosenbaum, That 401(k) Guy