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Ary Rosenbaum, That 401(k) Guy

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

U.S. Bank slapped with lawsuit

U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in Minnesota. ...

Good luck with after tax employer contributions

They said in Field of Dreams that if you build it, they will come. I think when it comes to offerin...

403(b) PEPs are great, but….

The idea that we can have 403(b) Pooled Employer Plans is great news because what could work well f...

The cost of SECURE 2.0 will be Catch Up Contributions

Any legislation that is supposed to benefit taxpayers, there is a hidden cost. Look at the Tax Refo...

2024 and the long time, part-time provision is around the corner

Life goes fast. Feels about 10 years ago that I started as an ERISA attorney in practice and that w...

The Solo 401(k) and Form 5500 trap

I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been using it ...

Multiple plans? Pick one. TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usually a defi...

The Fabelmans is excellent

I want to say that the first Spielberg movie I ever saw in the theater was Raiders of the Lost Ark....

The interesting part of the Hall of Fame debate

December and January always bring up discussions about the Hall of Fame. When I talk about the Hall...

In 2021, people were deferring more

The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sharing Plans...