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The Partial Termination headache

With COVID and massive layoffs, we certainly have a partial termination problem to conside...

Ary Rosenbaum, That 401(k) Guy

Pentegra MEP sued

If you become big enough, you can get sued. That is the lesson I tell everyone when someon...

Ary Rosenbaum, That 401(k) Guy

Challenger Documentary is a can’t miss

As a child growing up in Brooklyn, the very first traumatic/ national tragedy was the Spac...

Ary Rosenbaum, That 401(k) Guy

There is a fine line between being clever and stupid

It was in “This is Spinal Tap” where I heard the line how there was such a fine line b...

Ary Rosenbaum, That 401(k) Guy

Fall is the time to look

As summer turns to fall, it’s important for you as a 401(k) plan sponsor to use this tim...

Ary Rosenbaum, That 401(k) Guy

Stick to what you know

The law firm I started 10 years ago is actually more than 20 years old as it was a shell w...

Ary Rosenbaum, That 401(k) Guy

Sorry is so easy to say

I once referred a 401(k) plan to an advisor. He did a terrible job and there were issues r...

Ary Rosenbaum, That 401(k) Guy

The PEP Gold Rush

I like choice and I like the idea that there is something called Pooled Employer Plans (PE...

Ary Rosenbaum, That 401(k) Guy

Plan Terminations will cause leakage

If you look at the stock market, you wouldn’t know unemployment is 10% and that 180,000 ...

Ary Rosenbaum, That 401(k) Guy

GAO looks at QDROs

A new report from the Government Accountability Office looks at the barriers that particip...

Ary Rosenbaum, That 401(k) Guy