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I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have establis...

Gina Migliore, Priority Pension Services, Inc. (AFI)

How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that ...

Ary Rosenbaum, That 401(k) Guy

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401...

Alfred Lutfy, CPA

$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest...

Ary Rosenbaum, That 401(k) Guy

Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of...

Ary Rosenbaum, That 401(k) Guy

I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan ...

Gina Migliore, Priority Pension Services, Inc. (AFI)

The Howard Stern Show Isn’t The Same and Neither Are You

People can be harsh. After the first season of The Sopranos, you would hear people say how...

Ary Rosenbaum, That 401(k) Guy

Retirement Plans Should Fit Like A Glove

Johnnie Cochran should have been an ERISA attorney. The man who claimed: “if it doesn’...

Ary Rosenbaum, That 401(k) Guy

An Ode To The ReplaceMets

Being a Mets fan isn’t easy, it’s usually a 1-2 year period of good baseball followed ...

Ary Rosenbaum, That 401(k) Guy

The Laurita Rules for 401(k) Plan Providers

Once upon a time in the 401(k) world, I knew a man named Richard A. Laurita. I worked with...

Ary Rosenbaum, That 401(k) Guy