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Ary Rosenbaum, That 401(k) Guy

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

Supermarket settles for $17.5 million in class action case

DeMoulas Super Markets settled for $17.5 million in a class-action lawsuit regarding its profit-shar...

New, new final rule published?

According to the Office of Management and Budget website, the Labor Department on advised them of it...

Vanguard calculates cost of COVID Distributions

The CARES act allowed 401(k) participants easier access to their account balances,m during the coron...

Form PR means there will be some Pooled Plan Jokers

Form PR is the form that the Department of Labor (DOL) has required for pooled plan providers (PPP)....

Need a Pooled Plan Provider? Give me a holler

As some people may or may not know, my affiliated company, Austin 3(16) Fiduciary Limited has filed ...

Some of the hubbub over PEPs is nonsense

In terms of the 401(k) plan business, I think the hype over pooled employer plans (PEP) will be the ...

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual Conference....

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have worked for ...

Streaming paralysis is a thing

Remember when Bruce Springsteen sang about 57 channels and nothing on? Thanks to streaming services,...

Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While ha...