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Don’t be a Schnorrer

The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a t...

Ary Rosenbaum, That 401(k) Guy

The problem with TPA referrals

A friend of mine and I were talking about a financial advisor that we knew that had a trem...

Ary Rosenbaum, That 401(k) Guy

401(k) Plan don’t have to be a period, they can be a comma

Too often brokers and financial advisors think about their client’s retirement plan need...

Ary Rosenbaum, That 401(k) Guy

Survey shows Employers Opting for CARES Act COVID Distribution

Willis Towers Watson conducted a survey showing that a vast majority of plan sponsors are ...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Virtual Conference 3 scheduled for June 5th

That 401(k) Virtual Conference 3 will be held on Friday, June 5th from 11am EST to 3pm Eas...

Ary Rosenbaum, That 401(k) Guy

IRS Released COVID Distribution Q&A

The Internal Revenue Service (IRS)N has issued a series of an FAQ questions and answers re...

Ary Rosenbaum, That 401(k) Guy

ADP MEP Sued

When your plan becomes big enough, you become a target.   A lawsuit was filed in New ...

Ary Rosenbaum, That 401(k) Guy

A lot of fluff, no stuff

There are many third-party administrators (TPAs) that I know based on working with them or...

Ary Rosenbaum, That 401(k) Guy

A headline is just a headline

Trader Joe’s successfully beat back a class action 401(k) lawsuit. When reading the Judg...

Ary Rosenbaum, That 401(k) Guy

Participant Notice Relief from EBSA

EBSA Notice 2020-01 issued by the Employee Benefits Security Administration (EBSA) provide...

Ary Rosenbaum, That 401(k) Guy