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If you host it, maybe they will come

I had 3 That 401(k) Conferences postponed from 2020 and I wanted to reschedule them since...

Ary Rosenbaum, That 401(k) Guy

A marketing Tip on TPA fees

The one drawback in the fee disclosure regulations was that the Department of Labor (DOL)...

Ary Rosenbaum, That 401(k) Guy

It’s not urgent until it is

The sales process in the small to medium-sized retirement plan business is slow. It’s s...

Ary Rosenbaum, That 401(k) Guy

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation b...

Ary Rosenbaum, That 401(k) Guy

Our finest hour

People will say that I often have a negative spin, regarding the retirement plan industry...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference came back live to St. Louis

That 401(k) Conference in St. Louis was finally held on September 10th. The event, origin...

Ary Rosenbaum, That 401(k) Guy

Sometimes, it’s the luck of the draw with a government agent

I have been an ERISA attorney for 23 years, I have seen a lot of strange things that plan ...

Ary Rosenbaum, That 401(k) Guy

Just some of these things to juice your plan while it’s being restated

Between now and July 2022, your 401(k) plan will be going through a mandatory restatement....

Ary Rosenbaum, That 401(k) Guy

Make it easy for plan participants to understand

Less is more, I believe that. As an attorney in an occupation where most attorneys charge ...

Ary Rosenbaum, That 401(k) Guy

Plan committees have to meet

I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury...

Ary Rosenbaum, That 401(k) Guy