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Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative s...

Ary Rosenbaum, That 401(k) Guy

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where th...

Ary Rosenbaum, That 401(k) Guy

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, ...

Ary Rosenbaum, That 401(k) Guy

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requi...

Ary Rosenbaum, That 401(k) Guy

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of La...

Ary Rosenbaum, That 401(k) Guy

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on ...

Ary Rosenbaum, That 401(k) Guy

A restatement could be time for a plan housecleaning

A restatement process isn’t required by the Internal Revenue Service so that ERISA attor...

Ary Rosenbaum, That 401(k) Guy

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