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It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (P...

Ary Rosenbaum, That 401(k) Guy

Retireholi(k)s to appear at That 401(k) National Virtual Conference

The Retireholi(k)s, the folks from Plan Design Consultants, and the greatest videocast in ...

Ary Rosenbaum, That 401(k) Guy

Biden won’t get what he wants on deferrals

Articles about presidential nominees and their 401(k) proposals are always amusing because...

Ary Rosenbaum, That 401(k) Guy

DOL issues new ESG rule

The Department of Labor (DOL) announced a final rule for fiduciaries of private-sector ret...

Ary Rosenbaum, That 401(k) Guy

DOL has a banner year in 2020 with investigations

The Department of Labor’s Employee Benefits Security Administration (EBSA) had a banner ...

Ary Rosenbaum, That 401(k) Guy

Nothing strange about White Sox hiring Tony La Russa

  If you were a contending team, would it be crazy to hire the greatest manager of th...

Ary Rosenbaum, That 401(k) Guy

Don’t be fooled by euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how to...

Ary Rosenbaum, That 401(k) Guy

Making a PEP out of Solo 401(k) plans?

People with solo 401(k) plans and other smaller plans tend to get very little services. Mo...

Ary Rosenbaum, That 401(k) Guy

DOL thinks Cyber Security is a big deal, so should you

  The Department of Labor (DOL) is interested in the concerns about cybersecurity, so...

Ary Rosenbaum, That 401(k) Guy

Expect more micro plan solutions

  With the implementation of rules that will finally allow Pooled Employer Plans (PEP...

Ary Rosenbaum, That 401(k) Guy