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The Safe Harbor Change for Non-Electives is Big

The SECURE Act created much-needed change to the safe harbor non-elective contributions, m...

Ary Rosenbaum, That 401(k) Guy

The beneficiary form and the need for no drama

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date...

Ary Rosenbaum, That 401(k) Guy

Baseball season is almost here, as well as That 401(k) Conference

  Now that the Super Bowl is done, that means baseball season is upon us. So if baseb...

Ary Rosenbaum, That 401(k) Guy

SECURE Act bring the annuity things back

I’m not a fan of annuities, especially in 401(k) plans. Yet, it seems that the insurance...

Ary Rosenbaum, That 401(k) Guy

Adoption of some 401(k) plan features are leveling off

There are many choices in developing options for a 401(k) plan and certain features such a...

Ary Rosenbaum, That 401(k) Guy

Shell gets sued over their 401(k) Plan

Shell Oil, along with Fidelity is the target of a class action 401(k) lawsuit. As typical ...

Ary Rosenbaum, That 401(k) Guy

Cybersecurity is an important concern

Without fail, every day I get emails that want to target one or more of my important onlin...

Ary Rosenbaum, That 401(k) Guy

Let participants know about birth and adoption expenses withdrawals

When it comes to changes to your retirement plan, make sure your employees know changes in...

Ary Rosenbaum, That 401(k) Guy

The Long Term-Part Time Problem to Come

While everyone is talking about multiple employer plans as being changed by the SECURE Act...

Ary Rosenbaum, That 401(k) Guy

Not just a conference, enjoy Disney too

Part of the fun of That 401(k) National Conference is that it’s at Walt Disney World Swa...

Ary Rosenbaum, That 401(k) Guy