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Get an ERISA attorney to bless any merger or asset sale

If your company is buying the stock or the assets of another company, get an ERISA attorne...

Ary Rosenbaum, That 401(k) Guy

If you can do a Roth, do it by

I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 40...

Ary Rosenbaum, That 401(k) Guy

Take care of that beneficiary stuff

It happens all the time, an unmarried plan participant signs up for a retirement plan and ...

Ary Rosenbaum, That 401(k) Guy

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