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Barring any tax law change, Roth catchups will be a thing in 2026

Starting in 2026, Highly Compensated Employees will have to make their Catch Up Contribut...

Ary Rosenbaum, That 401(k) Guy

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TP...

Ary Rosenbaum, That 401(k) Guy

You don’t have as much leverage as you think

As a plan fiduciary, I still can’t believe it. A Third Party Administrator (TPA) we ter...

Ary Rosenbaum, That 401(k) Guy

I got no sympathy for employees who do bad

Friday, I was supposed to attend the New York Comic Con for a special session since I had...

Ary Rosenbaum, That 401(k) Guy

I hate surprises and make sure plan sponsors don’t have any

Most plan screwups happen when either the plan provider doesn’t ask and/or the plan spo...

Ary Rosenbaum, That 401(k) Guy

Picking the cheapest provider can be a breach of fiduciary

When it comes to health and fitness, you constantly hear studies about what foods fight o...

Ary Rosenbaum, That 401(k) Guy

The problem with plan investments and audits

Retirement plans with more than 100 participants with account balances require a CPA audi...

Ary Rosenbaum, That 401(k) Guy

Day school times are the ties that bind

Every December, the family goes to Florida for Christmas week. As a kid, I never traveled...

Ary Rosenbaum, That 401(k) Guy

The DOL Lost and Found Database may finally eliminate that Social Security notice nonsense

We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of sc...

Ary Rosenbaum, That 401(k) Guy

Honeywell wins forfeiture case

There have been 25 cases where plan sponsors have been sued over their right to use forfe...

Ary Rosenbaum, That 401(k) Guy