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Plan sponsors simply can’t overpay

When I was 13 and I had my Bar Mitzvah, I plucked down about $2,000 in 1985 money for a s...

Ary Rosenbaum, That 401(k) Guy

Protect the 401(k)

I saw a recent article by Matthew Breunig, suggesting that instead of cutting Social Secu...

Ary Rosenbaum, That 401(k) Guy

Is it really going to be less audits?

They claim that with the change in how we count participants, there will be 20,000 fewer ...

Ary Rosenbaum, That 401(k) Guy

2023 Form 5500 changes announced

The 2023 Form 5500, which will be filed beginning in mid-2024, includes the following cha...

Ary Rosenbaum, That 401(k) Guy

There is never a need to troll

Social media is one of the great tools that I needed to start my own ERISA practice. Whil...

Ary Rosenbaum, That 401(k) Guy

Social media lands clients

When I was at that semi-prestigious law firm on Long Island, I became convinced that I co...

Ary Rosenbaum, That 401(k) Guy

Balances were down

The stock market went down in 2022, so no surprise, so did 401(k) account balances. Ac...

Ary Rosenbaum, That 401(k) Guy

We return with a live Zoom event: That 401(k) Virtual Bunch on March 9th

The people have asked and we will comply. A new edition of That 401(k) Virtual Bunch will...

Ary Rosenbaum, That 401(k) Guy

Federal court vacates DOL rollover rule

The Federal District Court for the Middle District of Florida vacated the Department of L...

Ary Rosenbaum, That 401(k) Guy

Senator wants crypto option, good luck

As Bitcoin starts inching back up, I’m in the black again and expect more clamor for cr...

Ary Rosenbaum, That 401(k) Guy