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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

Will Bitcoin ETFs open the door?

Thanks to litigation, the Securities and Exchange Commission will likely approve a few Bi...

Ary Rosenbaum, That 401(k) Guy

The thing about politics

It was harmless and I still think 15 years later, it was always harmless. Working at that...

Ary Rosenbaum, That 401(k) Guy

The Controlled Group conundrum

It’s a fairly simple rule: if a father owns 100% of a business, the son is considered a...

Ary Rosenbaum, That 401(k) Guy

Control can be everything

I believe selling Pooled Employer Plans to those with existing plans, can be tough. Cost ...

Ary Rosenbaum, That 401(k) Guy

They won’t fear it until it happens

I loved Oppenheimer, probably one of my favorite movies of all time. One line I love was:...

Ary Rosenbaum, That 401(k) Guy