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IRS delays Catch-Up Contribution change

With January 1st coming down the pike, many in the retirement plan industry have issued a...

Ary Rosenbaum, That 401(k) Guy

Millennium Trust rebrands

Millennium Trust Company, announced its plan to rebrand as Inspira Financial. The transfo...

Ary Rosenbaum, That 401(k) Guy

State plans hit a $1 billion in assets

State automatic retirement programs have finally accumulated more than $1 billion in asse...

Ary Rosenbaum, That 401(k) Guy

MOVEit cyberattack is pause for concern

Not enough plan sponsors and plan providers talk about cyberattacks and they should. T...

Ary Rosenbaum, That 401(k) Guy

Read the plan document

Stealing a line from Chris Rock, I once joked while working at a third-party administrato...

Ary Rosenbaum, That 401(k) Guy

Goodbye Oakland

One of the mistakes I made of late with That 401(k) Conference was trying to schedule the...

Ary Rosenbaum, That 401(k) Guy

They can always get sued

The fact is that sometimes, bad things happen to good people. That can be said about reti...

Ary Rosenbaum, That 401(k) Guy

A Gig PEP could be a thing

Over the past few years, more and more workers have become gig workers. In reality, they ...

Ary Rosenbaum, That 401(k) Guy

It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be two years of Pooled Employer Plans (PEPs). While new PEPs have b...

Ary Rosenbaum, That 401(k) Guy

Democrats push for spousal consent

Congressional Democrats have reintroduced bills in the Senate and House \o require spousa...

Ary Rosenbaum, That 401(k) Guy