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I hate short plan years

When drafting new 401(k) plans for clients during the middle of the year, I like drafting...

Ary Rosenbaum, That 401(k) Guy

I wish the DOL would act over TPA termination

It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) unti...

Ary Rosenbaum, That 401(k) Guy

PEP goes to Pot

We have a Pooled Employer Plan (PEP) for so many things, so a Pot PEP seems OK. The No...

Ary Rosenbaum, That 401(k) Guy

Fidelity to clamp down on third party access

Fidelity is clamping down on third-party access to 401(k) plans, which will likely restri...

Ary Rosenbaum, That 401(k) Guy

Filing that late 5500 can be a weapon of mass destruction

Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even...

Ary Rosenbaum, That 401(k) Guy

The Problem of Plan design

When you start fixing up the house (for me, a never-ending battle) and replacing applianc...

Ary Rosenbaum, That 401(k) Guy

Which Plan To Set Up?

I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to ...

Ary Rosenbaum, That 401(k) Guy

The problem with too much loyalty to providers

When I first started in the retirement plan business in 1998, I worked for a law firm tha...

Ary Rosenbaum, That 401(k) Guy

Some TPAs are in the administration business, some are not

There are those TPA that sell financial products, there are some that sell insurance, and...

Ary Rosenbaum, That 401(k) Guy

Annuities in 401(k) Plans

As Michael Corleone said in the very underrated “The Godfather Part III”, “Just whe...

Ary Rosenbaum, That 401(k) Guy