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Bad advice can create bad IRS and DOL assumptions

A financial advisor called me and asked me if there was a problem that an insurance policy...

Ary Rosenbaum, That 401(k) Guy

Great distribution needs a good product

If you have a great product, but lousy distribution, you’re not going to do well. Yet th...

Ary Rosenbaum, That 401(k) Guy

There is a cost to those free plans

There is nothing wrong with free unless there is a hidden cost involved. Small business pl...

Ary Rosenbaum, That 401(k) Guy

Disney + won’t kill Netflix, but…

Seeing how successful Netflix became and with so much content in their vaults, it was only...

Ary Rosenbaum, That 401(k) Guy

SECURE Act maybe passed by the time you read this

The SECURE Act that would reopen the idea of open multiple employer plans (MEPs) might be ...

Ary Rosenbaum, That 401(k) Guy

Ron Nehring to speak at That 401(k) National Conference

Former Ted Cruz for President spokesperson and current MSNBC contributor Ron Nehring will ...

Ary Rosenbaum, That 401(k) Guy

Focus on what the competition isn’t

When I started my law practice, I started to look at what the competition was doing and I ...

Ary Rosenbaum, That 401(k) Guy

E-Disclosure is the way to go

There are quite a few people who will say that the Department of Labor (DOL) didn’t go f...

Ary Rosenbaum, That 401(k) Guy

Keep it simple stupid

As they once said in This is Spinal Tap, there is a fine line between stupid and clever. I...

Ary Rosenbaum, That 401(k) Guy

The question of providing information

ERISA requires disclosure of certain plan documents to participants including a summary pl...

Ary Rosenbaum, That 401(k) Guy