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Ary Rosenbaum, That 401(k) Guy

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

Duke University settles their 403(b) lawsuit

Over the last 35 years, Duke University has had a championship basketball team on the court. In anot...

by Ary Rosenbaum, That 401(k) Guy

The end of the determination letter program and what it means

For the past 15 years, it’s been apparent that the Internal Revenue Service (IRS) wanted to be out...

by Ary Rosenbaum, That 401(k) Guy

Always think outside of the box to add to your practice

I’ve probably said enough about the time that I came up with the crazy idea of having Sal The Stoc...

by Ary Rosenbaum, That 401(k) Guy

Settlements should encourage vigilance

While 2018 may have had less 401(k) litigation than the previous year, there was more than $90 milli...

by Ary Rosenbaum, That 401(k) Guy

That student loan match

The private letter ruling that allowed a certain 401(k) plan to allow the employer to make payments ...

by Ary Rosenbaum, That 401(k) Guy

403(b) defendants are on a roll

Georgetown University is now the 5th university that has won its case after being sued by plan parti...

by Ary Rosenbaum, That 401(k) Guy

LA is the place to be on February 22nd

There are a lot of 401(k) conferences, but there are very few memorable 401(k) conferences.   W...

by Ary Rosenbaum, That 401(k) Guy

New Year’s Resolution should be a plan review

You know it’s all about New Year’s Resolutions when Target gets rid of the Christmas items and s...

by Ary Rosenbaum, That 401(k) Guy

Do Your Job

When I was at law school, I lived in a graduate dorm room and the walls were paper thin. So my next ...

by Ary Rosenbaum, That 401(k) Guy

The problem with creating MEPs

I have been involved with the multiple employer plan (MEP) business for about 14 years now ever sinc...

by Ary Rosenbaum, That 401(k) Guy