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Make sure clients check plan document vs. practice

I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM...

Ary Rosenbaum, That 401(k) Guy

They will always disappoint you

When I graduated from law school, it took a few months before I got my first job. So for t...

Ary Rosenbaum, That 401(k) Guy

Let your providers do their job

If your financial advisor tells you that it’s time for the regularly scheduled meeting, ...

Ary Rosenbaum, That 401(k) Guy

We’d all love to create our own MEP, but….

Thanks to renewed interest in. multiple employer plans (MEPs), I will always get the phone...

Ary Rosenbaum, That 401(k) Guy

It’s a memory game

When having unique events to promote your business, I think you need to make it memorable ...

Ary Rosenbaum, That 401(k) Guy

Further consolidation in the TPA business by TRA

The Retirement Advantage, Inc. (TRA), a national third-party administrator (TPA)announced ...

Ary Rosenbaum, That 401(k) Guy

A self-directed brokerage account is still something to be wary of

I’m wary of self-directed brokerage account because I still concerned about the fiduciar...

Ary Rosenbaum, That 401(k) Guy

Old loans can come back to bite you in an audit

There is nothing wrong with offering loans with your 401(k) plan. What will be wrong is if...

Ary Rosenbaum, That 401(k) Guy

The half-empty look from an IRS agent

As a plan sponsor being investigated by an Internal Revenue Service (IRS) agent, there is ...

Ary Rosenbaum, That 401(k) Guy

Don’t be that person

Social media is a great benefit for your 401(k) business, but sometimes it can be a disast...

Ary Rosenbaum, That 401(k) Guy