close

Ary Rosenbaum, That 401(k) Guy

1532 posts
All posts by Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Bunch returns March 10th

With a hiatus that took longer than expected, That 401(k) Virtual Bunch, our live interview show re...

We will hear those 401(k) complaints if markets tank

I used to joke that to save money, the local news stations should recycle footage that they collect...

EBSA hammers NY Courier for ERISA lawsuit

The Department of Labor (DOL) Employee Benefit security Administered has filed a lawsuit in Federal...

The old lawyer letter

When I was at law school, I was the editor of the student magazine there and I broke the story abou...

Find out if you’re part of a controlled or affiliated service group

As a 401(k) plan sponsor, you need to make sure that all your plan providers understand any ownersh...

Don’t waste a plan provider’s time

I started my practice almost 12 years ago and I devoted a huge part of it, to helping advisors with...

Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred by holding ...

IRS determination letter procedure updated

Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determination let...

Bessemer Trust Company is latest proprietary fund/ 401(k) plan sponsors defendant

When you’re a plan sponsor and you run your own proprietary mutual fund business and have your 40...

What makes a good TPA? Simple, service.

A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan sponsors fo...