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Read the plan document

Being an ERISA attorney for a couple of third-party administration (TPA) firms when I fir...

Ary Rosenbaum, That 401(k) Guy

Change of scenery could be everything

For whatever reason, high school was tough for me. Maybe it was undiagnosed ADHD, or perh...

Ary Rosenbaum, That 401(k) Guy

This can’t work

Saw this in my junk folder, one of the worst follow-ups on an unsolicited sales pitch: &#...

Ary Rosenbaum, That 401(k) Guy

AI will cut out jobs

Artificial Intelligence (AI) will help plan providers reduce cost. At least that’s what...

Ary Rosenbaum, That 401(k) Guy

Collecting Solo 401(k) Plans is like collecting nickels

The fewer assets you have in a 401(k) plan, the less support you get. I know that since I...

Ary Rosenbaum, That 401(k) Guy

You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...

Ary Rosenbaum, That 401(k) Guy

Voya buys OneAmerica’s 401(k) business

The consolidation of the retirement plan business continues. Voya Financial will acqui...

Ary Rosenbaum, That 401(k) Guy

BAE wins forfeiture case

BAE Systems Inc. has won a class action lawsuit about misusing 401(k) plan forfeitures. ...

Ary Rosenbaum, That 401(k) Guy

Just another TPA screw up

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

Ary Rosenbaum, That 401(k) Guy

Sitcoms today aren’t funny

Now That Curb Your Enthusiasm is off the air, I can’t find that next sitcom to watch. N...

Ary Rosenbaum, That 401(k) Guy