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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

The Solo 401(k) and Form 5500 trap

I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been...

Ary Rosenbaum, That 401(k) Guy

Multiple plans? Pick one. TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usua...

Ary Rosenbaum, That 401(k) Guy

The Fabelmans is excellent

I want to say that the first Spielberg movie I ever saw in the theater was Raiders of the...

Ary Rosenbaum, That 401(k) Guy

The interesting part of the Hall of Fame debate

December and January always bring up discussions about the Hall of Fame. When I talk abou...

Ary Rosenbaum, That 401(k) Guy