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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

Experience could mean many things

I always talk about how plan sponsors need to work with experienced financial advisors, th...

Ary Rosenbaum, That 401(k) Guy

Don’t be cheap on retirement plans

As I have stated before, I am loath to hire employees because I was an employee once too. ...

Ary Rosenbaum, That 401(k) Guy

All you need is just a little patience

I always talk about my open-door policy with financial advisors and third party advisors w...

Ary Rosenbaum, That 401(k) Guy

IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per ...

Ary Rosenbaum, That 401(k) Guy