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Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advi...

Ary Rosenbaum, That 401(k) Guy

Give them the e-mail addresses

Your third-party administrator (TPA) might be asking for the work email addresses and youâ...

Ary Rosenbaum, That 401(k) Guy

Not going to travel for awhile

I planned on a Las Vegas conference for December, way back in May. I don’t think I was a...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Conference 6 hits September 25th

With travel still a no-no for most of us, it’s going to be virtual events for a while. A...

Ary Rosenbaum, That 401(k) Guy

Lawsuits against plan providers and sponsors are only allegations at first

It seems like every week, there is another major lawsuit against a plan sponsor and one of...

Ary Rosenbaum, That 401(k) Guy

If you have ESG, look to your IPS

It seems everything is political. I believe the purposes of Environmental, Social, and Gov...

Ary Rosenbaum, That 401(k) Guy

Gambling against an audit is a bad bet

I love Las Vegas and the last two times I was there; I didn’t gamble a nickel. I hate ga...

Ary Rosenbaum, That 401(k) Guy

Don’t let grudges get in the way of doing right

I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor...

Ary Rosenbaum, That 401(k) Guy

You still need to do your job

Our world has been turned upside down by COVID. Even with me, I had to put all my live con...

Ary Rosenbaum, That 401(k) Guy

Avoid the No-Win Situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Tre...

Ary Rosenbaum, That 401(k) Guy