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Those answers on that 5500, you may hear from the government

The purpose of an audit of Form 5500 is to make sure that plan sponsors voluntarily comply...

Ary Rosenbaum, That 401(k) Guy

It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness u...

Ary Rosenbaum, That 401(k) Guy

Look within

The best way to keep clients is to look at what you’re doing as a plan provider and what...

Ary Rosenbaum, That 401(k) Guy

Make sure that your plan providers meet your Cyber Security needs

With new guidance by the Department of Labor (DOL) on cybersecurity, it’s important to d...

Ary Rosenbaum, That 401(k) Guy

Ascensus is acquired

One of the biggest consolidators in the third-party administration (TPA) business has foun...

Ary Rosenbaum, That 401(k) Guy

IRS offers more partial termination guidance

The Internal Revenue Service (IRS) released some new guidance on the temporary partial pla...

Ary Rosenbaum, That 401(k) Guy

Where the PEP makes most sense

We still have a retirement crisis in this country as people don’t have enough retirement...

Ary Rosenbaum, That 401(k) Guy

Big enough, they’ll be a target

Whether it’s a single employer plan, a multiple employer plan (MEP), a pooled employer p...

Ary Rosenbaum, That 401(k) Guy

It just takes one time to scare them away

When it comes to COVID, I had one major phobia and that was getting my hair cut. My ENT do...

Ary Rosenbaum, That 401(k) Guy

The problem with an organization being “Top Heavy”

If you know about a thing or two about plan administration, you know about the top-heavy r...

Ary Rosenbaum, That 401(k) Guy