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Ary Rosenbaum, That 401(k) Guy

1512 posts
All posts by Ary Rosenbaum, That 401(k) Guy

Plan errors are more likely than fiduciary breaches

If you read my writings, you know that fiduciary liability is one of the plan sponsor’s more impo...

The problem of free or cheap plan documents

As an ERISA attorney who drafts plan documents at a flat fee, my biggest competitors are not other ...

Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a state-of-th...

Protect the 401(k)

I saw a recent article by Matthew Breunig, suggesting that instead of cutting Social Security, we s...

Is it really going to be less audits?

They claim that with the change in how we count participants, there will be 20,000 fewer audits. By...

2023 Form 5500 changes announced

The 2023 Form 5500, which will be filed beginning in mid-2024, includes the following changes: A...

There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitt...

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw b...

Balances were down

The stock market went down in 2022, so no surprise, so did 401(k) account balances. According to...

We return with a live Zoom event: That 401(k) Virtual Bunch on March 9th

The people have asked and we will comply. A new edition of That 401(k) Virtual Bunch will return on...