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Stimulus act changes partial termination rules temporarily

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (...

Ary Rosenbaum, That 401(k) Guy

Stimulus act allows disaster distributions

On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (...

Ary Rosenbaum, That 401(k) Guy

Another lawsuit concerning 401(k) theft

Theft of 401(k) account balances by cybercriminals or other types of criminals is an actua...

Ary Rosenbaum, That 401(k) Guy

Interview with Walt Frazier

That 401(k) National Virtual Conference had a lot of great moments and one of the top ones...

Ary Rosenbaum, That 401(k) Guy

Interview with Doc Gooden

Dwight Gooden is my favorite Met and was the very first guest of That 401(k) Conference at...

Ary Rosenbaum, That 401(k) Guy

Expect ESG rule to be overturned

The Biden administration will review the Department of Labor (DOL) rule stipulating that E...

Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference provides lots of memories and info

That 401(k) National Virtual Conference is in the history books and despite the COVID limi...

Ary Rosenbaum, That 401(k) Guy

DOL says you have a missing participant if…..

According to the Department of Labor, you have a missing participant problem if: 1) You ha...

Ary Rosenbaum, That 401(k) Guy

It’s not hard to find missing participants, you just have to try

With the focus by the Department of Labor (DOL) on missing participants, I have to say it ...

Ary Rosenbaum, That 401(k) Guy

You need to read the plan document

Being an ERISA attorney for a couple of third-party administration (TPA) firms when I firs...

Ary Rosenbaum, That 401(k) Guy