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Ary Rosenbaum, That 401(k) Guy

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

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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...

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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...

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Settlements should encourage vigilance

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

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That student loan match

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

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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...

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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...

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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...

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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 ...

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The problem with creating MEPs

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