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Intel case will mean more lawsuits

In a unanimous decision in the Intel Corp. Investment Policy Committee v. Sulyma case, the...

Ary Rosenbaum, That 401(k) Guy

The Best Way To Sell A PEP/MEP is to not sell a PEP/MEP

When dealing with companies that may act as an adopting employer for a multiple employer p...

Ary Rosenbaum, That 401(k) Guy

The best person for the job doesn’t always get it

You know the feeling, you’re competing for a retirement plan and you’re fairly confide...

Ary Rosenbaum, That 401(k) Guy

XFL 2.0: A Chance at redemption

Very few times in history after a huge disaster, do you get a second chance at making it r...

Ary Rosenbaum, That 401(k) Guy

That late 5500 will cost you more under the SECURE Act

One of the provisions of the SECURE Act increased the Internal Revenue Service’s (IRS’...

Ary Rosenbaum, That 401(k) Guy

Fidelity fends off one FundsNetwork claim

Fidelity has been under fire for its FundsNetwork 401(k) offering. The FundsNetwork is whe...

Ary Rosenbaum, That 401(k) Guy

The SECURE Act, Yada, Yada, Yada

On March 10th at Walt Disney World Swan, I will be presenting “The SECURE Act: Yada, Yad...

Ary Rosenbaum, That 401(k) Guy

Bank of America will start to cross-sell

Cross-selling is something I have always heard talked about, but not a lot of doing. Wheth...

Ary Rosenbaum, That 401(k) Guy

Make sure you deal with controlled and affiliated service group analysis

As a 401(k) plan sponsor, you need to make sure that all your plan providers understand an...

Ary Rosenbaum, That 401(k) Guy

The letter from the lawyer

When I was at law school, I was the editor of the student magazine there and I broke the s...

Ary Rosenbaum, That 401(k) Guy