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It’s not 1980 anymore

I was a volunteer and officer for an organization where I stated that the leadership (not ...

Ary Rosenbaum, That 401(k) Guy

The problem with TPAs

Third-party administrators (TPAs) are the most important plan provider that a 401(k) plan ...

Ary Rosenbaum, That 401(k) Guy

The Partial Termination headache

With COVID and massive layoffs, we certainly have a partial termination problem to conside...

Ary Rosenbaum, That 401(k) Guy

Pentegra MEP sued

If you become big enough, you can get sued. That is the lesson I tell everyone when someon...

Ary Rosenbaum, That 401(k) Guy

Challenger Documentary is a can’t miss

As a child growing up in Brooklyn, the very first traumatic/ national tragedy was the Spac...

Ary Rosenbaum, That 401(k) Guy

There is a fine line between being clever and stupid

It was in “This is Spinal Tap” where I heard the line how there was such a fine line b...

Ary Rosenbaum, That 401(k) Guy

Fall is the time to look

As summer turns to fall, it’s important for you as a 401(k) plan sponsor to use this tim...

Ary Rosenbaum, That 401(k) Guy

Stick to what you know

The law firm I started 10 years ago is actually more than 20 years old as it was a shell w...

Ary Rosenbaum, That 401(k) Guy

Sorry is so easy to say

I once referred a 401(k) plan to an advisor. He did a terrible job and there were issues r...

Ary Rosenbaum, That 401(k) Guy

The PEP Gold Rush

I like choice and I like the idea that there is something called Pooled Employer Plans (PE...

Ary Rosenbaum, That 401(k) Guy