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The way to grow a PEP is through the state mandates

I’m all for states requiring employers to offer a retirement plan or join the state-end...

Ary Rosenbaum, That 401(k) Guy

Don’t use forfeitures to reduce

There are plenty of cases out there, arguing that plan sponsors that use forfeitures to r...

Ary Rosenbaum, That 401(k) Guy

IRS provides matching guidance

The Internal Revenue Service issued interim guidance on employer matching contributions m...

Ary Rosenbaum, That 401(k) Guy

Prime Pension expands with another TPA purchase

Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Val...

Ary Rosenbaum, That 401(k) Guy

Lincoln to offer lifetime income solutions

Lincoln Financial Group announced the addition to its in-plan guaranteed income investmen...

Ary Rosenbaum, That 401(k) Guy

The nuisance value

When I write about the need for plan sponsors to understand their responsibilities as pla...

Ary Rosenbaum, That 401(k) Guy

In the end, it’s all about competent plan administration

While I know my discussions about payroll provider third-party administration firms (TPAs...

Ary Rosenbaum, That 401(k) Guy

Clues that it’s time for a plan review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that revi...

Ary Rosenbaum, That 401(k) Guy

Some Answers to Questions

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial ad...

Ary Rosenbaum, That 401(k) Guy

Yes, I support TPAs

When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. M...

Ary Rosenbaum, That 401(k) Guy