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If new TPA asks you to set up a new plan, say no

When you switch third-party administrators (TPAs), there is a lot of work involved. I don...

Ary Rosenbaum, That 401(k) Guy

Participants don’t want crypto either

When things are going great, people are interested. When it isn’t, they aren’t. A ...

Ary Rosenbaum, That 401(k) Guy

Adding Annuities still a concern for plan sponsors

There has been a push to add annuities to retirement plans, but I don’t see it gaining ...

Ary Rosenbaum, That 401(k) Guy

Tech company agrees to fork over $1 million in class action case

Coriant agreed to pay $1 million to resolve claims it violated its fiduciary duties under...

Ary Rosenbaum, That 401(k) Guy

Plan sponsor taken off 403(b) lawsuit, advisor isn’t so lucky

A plan sponsor was spared from a 403(b) lawsuit, but the advisor is still on the hook. ...

Ary Rosenbaum, That 401(k) Guy

U.S. Bank slapped with lawsuit

U.S. Bank and its 401(k) Savings Plan is the latest target of a class action lawsuit in M...

Ary Rosenbaum, That 401(k) Guy

Good luck with after tax employer contributions

They said in Field of Dreams that if you build it, they will come. I think when it comes ...

Ary Rosenbaum, That 401(k) Guy

403(b) PEPs are great, but….

The idea that we can have 403(b) Pooled Employer Plans is great news because what could w...

Ary Rosenbaum, That 401(k) Guy

The cost of SECURE 2.0 will be Catch Up Contributions

Any legislation that is supposed to benefit taxpayers, there is a hidden cost. Look at th...

Ary Rosenbaum, That 401(k) Guy

2024 and the long time, part-time provision is around the corner

Life goes fast. Feels about 10 years ago that I started as an ERISA attorney in practice ...

Ary Rosenbaum, That 401(k) Guy