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That 401(k) National Virtual Conference returns for 2023

While we still have live events (Seattle and Charlotte coming up), our national event is ...

Ary Rosenbaum, That 401(k) Guy

The most important value

Having been in the retirement plan business for the last 24 years, I have learned somethi...

Ary Rosenbaum, That 401(k) Guy

Be concerned over TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a tre...

Ary Rosenbaum, That 401(k) Guy

Make sure the audit is independent

Retirement plans with more than 100 participants (I won’t mention the 80/120 rule) have...

Ary Rosenbaum, That 401(k) Guy

Don’t hire family as a fiduciary

I have some simple rules to live by. I never bet on the Mets, eat Olive Garden or Red Lob...

Ary Rosenbaum, That 401(k) Guy

It’s one of those Safe Harbor quirks

A safe harbor matching contribution should have the same eligibility as deferrals if you ...

Ary Rosenbaum, That 401(k) Guy

Consider a cybersecurity policy and procedure

With the Department of Labor (DOL) focusing on cybersecurity, I think it’s prudent for ...

Ary Rosenbaum, That 401(k) Guy

ERISA lawsuit over Colgate account theft

Back in the day, the question of theft of plan assets, usually indicated theft by the pla...

Ary Rosenbaum, That 401(k) Guy

The rollover conundrum

When I left a job, the first thing I did was execute my rollover form to move my 401(k) b...

Ary Rosenbaum, That 401(k) Guy

Empower does well in sales

Empower, announced has achieved $62 billion in retirement plan sales in 2022. The AU...

Ary Rosenbaum, That 401(k) Guy