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My crystal ball for the retirement plan business after COVID

The pandemic is over, at least for now. Assuming the Delta variant doesn’t increase infe...

Ary Rosenbaum, That 401(k) Guy

There is a cost to technology and it’s cybercrimes

The beauty of being in the retirement plan business since 1998 is that I love what I do an...

Ary Rosenbaum, That 401(k) Guy

Transamerica forks over another $5 million in another 401(k) lawsuit

If you’re a large plan sponsor, who also happens to offer your proprietary mutual funds ...

Ary Rosenbaum, That 401(k) Guy

When the DOL is asking questions on cybersecurity, have the answers

A few years back, I was representing a plan sponsor under a Department of Labor (DOL) audi...

Ary Rosenbaum, That 401(k) Guy

Be a nice family member, get your beneficiary forms in order

I hate death, I hate talking about death, the whole point of living is not dying. Yet, whe...

Ary Rosenbaum, That 401(k) Guy

If it’s free, how much can it be?

Years ago, I started working and had a lot of free time (before marriage and kids). I saw ...

Ary Rosenbaum, That 401(k) Guy

Put a process in place to find missing participants

More than 16 million accounts of $5,000 or less — $8.5 billion in the aggregate — were...

Ary Rosenbaum, That 401(k) Guy

Hell hath no fury than a former employee scorned

I always say that the reason I don’t have employees is I was once an employee too. I was...

Ary Rosenbaum, That 401(k) Guy

Beware of the audit of the audit and don’t pay for it

A plan with 100 or more participants requires an audit of a plan’s financial standing co...

Ary Rosenbaum, That 401(k) Guy

Hire an ERISA attorney for an audit

Attorneys have a bad reputation and a lot of times, it’s warranted. I jokingly said I kn...

Ary Rosenbaum, That 401(k) Guy