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The problem with plan investments and audits

Retirement plans with more than 100 participants with account balances require a CPA audi...

Ary Rosenbaum, That 401(k) Guy

Day school times are the ties that bind

Every December, the family goes to Florida for Christmas week. As a kid, I never traveled...

Ary Rosenbaum, That 401(k) Guy

The DOL Lost and Found Database may finally eliminate that Social Security notice nonsense

We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of sc...

Ary Rosenbaum, That 401(k) Guy

Honeywell wins forfeiture case

There have been 25 cases where plan sponsors have been sued over their right to use forfe...

Ary Rosenbaum, That 401(k) Guy

Again, stop with those Mega Back Door Roth articles

People like to read, and so do I. They also like to read articles and find out informatio...

Ary Rosenbaum, That 401(k) Guy

It wasn’t brainwashing, it was the gaslighting of the insecure

Brainwashing is the idea that the human mind can be changed or controlled against a perso...

Ary Rosenbaum, That 401(k) Guy

When working with plan providers, don’t burn your bridges

For the last two months, I had two phone call conversations with plan providers that I ha...

Ary Rosenbaum, That 401(k) Guy

Voya completes One America deal

In a further consolidation of the retirement plan business, Voya Financial, Inc. announce...

Ary Rosenbaum, That 401(k) Guy

Walgreens Announces Student Match Program

Walgreens, one of the largest retail pharmacy and healthcare providers, announced the lau...

Ary Rosenbaum, That 401(k) Guy

DOL Launches Lost and Found Database

The Department of Labor’s Employee Benefits Security Administration (EBSA) launched the...

Ary Rosenbaum, That 401(k) Guy