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The restatement process begins

For those with defined contribution pre-approved plans, it’s time to restate your plan d...

Ary Rosenbaum, That 401(k) Guy

Politics is like professional wrestling and I know why

I was heavily in politics in college, both partisan and non-partisan (student government)....

Ary Rosenbaum, That 401(k) Guy

Frame the PEP the right way

  Ron Nehring, my long-time college pal, and current Republican political operative s...

Ary Rosenbaum, That 401(k) Guy

It’s not that SIMPLE

Small business plans are a challenge to me because there aren’t many situations where th...

Ary Rosenbaum, That 401(k) Guy

PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, ...

Ary Rosenbaum, That 401(k) Guy

DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requi...

Ary Rosenbaum, That 401(k) Guy

DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of La...

Ary Rosenbaum, That 401(k) Guy

Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on ...

Ary Rosenbaum, That 401(k) Guy

A restatement could be time for a plan housecleaning

A restatement process isn’t required by the Internal Revenue Service so that ERISA attor...

Ary Rosenbaum, That 401(k) Guy

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (P...

Ary Rosenbaum, That 401(k) Guy