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Confirm what the auditor says

If you have a retirement plan with more than 100 participants with account balances, you ...

Ary Rosenbaum, That 401(k) Guy

In the end, it’s on you

One of the thankless parts of my job is dealing with plan sponsors with large issues and ...

Ary Rosenbaum, That 401(k) Guy

Best interest should cover IRAs

I always believed that former employees were better off rolling out their 401(k) money in...

Ary Rosenbaum, That 401(k) Guy

The new rule and timing

Timing is everything and a new proposed fiduciary rule has bad timing. While I support ch...

Ary Rosenbaum, That 401(k) Guy

A Federal plan is no threat to private 401(k) plans

I understand why people in the industry would have issues with the proposed legislation, ...

Ary Rosenbaum, That 401(k) Guy

The forfeiture provision

Again, litigators are trying to create class action lawsuits against large plans. This ti...

Ary Rosenbaum, That 401(k) Guy

PTE Procedures may get a revamp

Final regulations updating the the rules governing the filing and processing of applicati...

Ary Rosenbaum, That 401(k) Guy

Ascensus teams up with Capital Group for PEP

Ascensus said it will begin offering the Ascensus American Funds Pooled Employer Plan on ...

Ary Rosenbaum, That 401(k) Guy

Ameritas adds 403(b) MEP

Ameritas has announced a new pooled employer plan (PEP) for organizations sponsoring ERIS...

Ary Rosenbaum, That 401(k) Guy

Intellicents adds PEP

intellicents has selected The Standard to roll intelli(k) PEP, which is a pooled employer...

Ary Rosenbaum, That 401(k) Guy