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Don’t forget that the RMD Rules are different for 2020

While the 4 Questions during the Passover holiday asks why this night is different than al...

Ary Rosenbaum, That 401(k) Guy

We will get PEP guidance soon

With less than six months before the launch of pooled employer plans (PEPs) comes word tha...

Ary Rosenbaum, That 401(k) Guy

Need help with a PEP? Call me

If you need help in setting up a pooled employer plan (PEP), want to talk about the benefi...

Ary Rosenbaum, That 401(k) Guy

That termination fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wit...

Ary Rosenbaum, That 401(k) Guy

The Problem with PEPs

It’s interesting to note that we are less than six months before the allowance of Pooled...

Ary Rosenbaum, That 401(k) Guy

At least, pretend that you care

In terms of customer service, I don’t think there is anyone worse than my home school di...

Ary Rosenbaum, That 401(k) Guy

No one will be happy with the Fiduciary Rule

I used to joke that no matter what I did, I could never make my parents happy. The same ca...

Ary Rosenbaum, That 401(k) Guy

The future of conferences

With COVID still in full bloom, I’m concerned over the future of national conferences. W...

Ary Rosenbaum, That 401(k) Guy

The problem with ESG funds

Over the last 10 years, more and more plan sponsors have opted for environmental and socia...

Ary Rosenbaum, That 401(k) Guy

ERISA litigators are always at the cutting edge

While every large 401(k) plan is a target for a class-action lawsuit over costs, I believe...

Ary Rosenbaum, That 401(k) Guy