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Ary Rosenbaum, That 401(k) Guy

706 posts
All posts by Ary Rosenbaum, That 401(k) Guy
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Out of the box only causes trouble

  This is Spinal Tap has the great line that “there is a fine line between being clever and s...

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Review that ERISA bond, because it might not be one

All ERISA plans need an ERISA bond that protects the plan from thefts of plan assets by plan fiducia...

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Avoid the box of gimmicks

I watch a podcast called Something to Wrestle with former WWE creative mind Bruce Prichard and he in...

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The MEP solution

With the recent guidance issued by the Department of Labor (DOL), third party administrators and fin...

autditors

Need Auditors who understand the “new way”

As an ERISA attorney, 3(16) plan administrator, and sponsor of several 401(k) plans that needed an a...

millennials

With Millennials uninterested in retirement, plan providers have a job to do

When I was a synagogue Vice President, I was miffed that the main leadership were relics of the past...

kiss

Keep it Simple, Stupid

When it comes to drafting plan documents, I always say K.I.S.S.: keep it simple, stupid.   Any ...

Maybe a 401(k) Salary Deferral Procedure should be a thing?

I recently go through a harrowing Department of Labor (DOL) audit over the late deposit of salary de...

pills

HSAs should be part of an advisor’s business

Providing advisory help to a 401(k) plan is a great part of a financial advisor’s business because...

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Connecting with plan participants

You can be a great financial advisor and have a terrific way of communicating with plan sponsor clie...