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Form PR means there will be some Pooled Plan Jokers

Form PR is the form that the Department of Labor (DOL) has required for pooled plan provid...

Ary Rosenbaum, That 401(k) Guy

Need a Pooled Plan Provider? Give me a holler

As some people may or may not know, my affiliated company, Austin 3(16) Fiduciary Limited ...

Ary Rosenbaum, That 401(k) Guy

Some of the hubbub over PEPs is nonsense

In terms of the 401(k) plan business, I think the hype over pooled employer plans (PEP) wi...

Ary Rosenbaum, That 401(k) Guy

Let them remember you for the right reasons

As you know, Congressman Jamie Raskin (D-MD) was booked for That 401(k) National Virtual C...

Ary Rosenbaum, That 401(k) Guy

Speak on a level that they understand

I have been an ERISA attorney for 22 years now and it’s gone by pretty quickly. I have w...

Ary Rosenbaum, That 401(k) Guy

Streaming paralysis is a thing

Remember when Bruce Springsteen sang about 57 channels and nothing on? Thanks to streaming...

Ary Rosenbaum, That 401(k) Guy

Being too long a provider can be bad too

Being a long time plan provider for a client can be a good thing and it can be a bad thing...

Ary Rosenbaum, That 401(k) Guy

You need to be accountable

People don’t like to be accountable for the most part. It’s just human nature to blame...

Ary Rosenbaum, That 401(k) Guy

Yes, advisors are pushing HSAs and they should

A recent study by Access Point HSA, a Rhode Island consulting group, conducted a survey ov...

Ary Rosenbaum, That 401(k) Guy

Time to change provisions, get that built into the restatement

With the restatement process underway, it certainly makes sense to review your plan docume...

Ary Rosenbaum, That 401(k) Guy