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The IRS Just Updated 402(f) Notices — And If Yours Are Outdated, That’s On You

In the world of retirement plans, it’s easy to overlook the fine print — until someon...

Ary Rosenbaum, That 401(k) Guy

If You Don’t Define Your Value, Someone Else Will Define Your Price

Fee compression isn’t coming. It’s here. Every provider I speak to says the same t...

Ary Rosenbaum, That 401(k) Guy

ERISA Doesn’t Care That You’re Busy

Plan sponsors are busy people. Running a business involves managing employees, customers,...

Ary Rosenbaum, That 401(k) Guy

Conference Booths Don’t Close Business

We’ve all seen it. The branded tablecloth. The stress balls. The bowl of candy. The hop...

Ary Rosenbaum, That 401(k) Guy

Your 401(k) Plan Isn’t “Fine.” It’s Just Quiet.

I can’t tell you how many times I hear this from plan sponsors: “The plan is fine. No...

Ary Rosenbaum, That 401(k) Guy

The Coverage Test Is Trying to Tell You Something

Recurring 410(b) failures are rarely random. When a plan consistently struggles with c...

Ary Rosenbaum, That 401(k) Guy

Stop Trying to Sell — Start Solving Problems

Too many plan providers approach the retirement plan business like traditional salespeopl...

Ary Rosenbaum, That 401(k) Guy

Fiduciary Governance Is Like Changing the Oil in Your Car

Nobody brags about changing the oil in their car. It’s not exciting. It doesn’t gener...

Ary Rosenbaum, That 401(k) Guy

Your Recordkeeper Is Not Your Fiduciary (Even If They Bring Bagels)

I like bagels as much as the next person. But breakfast meetings do not equal fiduciary p...

Ary Rosenbaum, That 401(k) Guy

Stop Treating Your 401(k) Like a Tax Deduction

Many employers view their 401(k) plan primarily as a tax deduction. The company makes con...

Ary Rosenbaum, That 401(k) Guy