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Ary Rosenbaum, That 401(k) Guy

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

Just some of these things to juice your plan while it’s being restated

Between now and July 2022, your 401(k) plan will be going through a mandatory restatement. The resta...

by Ary Rosenbaum, That 401(k) Guy

Make it easy for plan participants to understand

Less is more, I believe that. As an attorney in an occupation where most attorneys charge by the hou...

by Ary Rosenbaum, That 401(k) Guy

Plan committees have to meet

I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury a particu...

by Ary Rosenbaum, That 401(k) Guy

Townsend joins DOL

Kathleen Kennedy Townsend joined the Department of Labor (DOL) to help advance state and federal eff...

by Ary Rosenbaum, That 401(k) Guy

DOL has always dropped the ball on disclosure

The Government Accountability Office (GAO) has found that 45% of plan participants are not able to u...

by Ary Rosenbaum, That 401(k) Guy

Cutting Edge is usually Over The Edge

After 23 years in the retirement plan business, one thing that stands out is that plan providers are...

by Ary Rosenbaum, That 401(k) Guy

SBDA account balances are up

With the market up, it makes sense that self-directed brokerage accounts in defined contribution pla...

by Ary Rosenbaum, That 401(k) Guy

401(k) plans add Roth, but participants aren’t

About 75% of 401(k) plans allowed employees to save money in a Roth account in 2019, but participant...

by Ary Rosenbaum, That 401(k) Guy

Xerox hit with ERISA lawsuit

I’m old enough to remember when a photocopy and Xerox were considered the same. Xerox was a brand ...

by Ary Rosenbaum, That 401(k) Guy

40% of plan participants don’t know what their fees are, most of the other 60% also have no clue

According to the Government Accountability Office (GAO), about 40% of 401(k) plan participants donâ€...

by Ary Rosenbaum, That 401(k) Guy