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The missed deferral opportunity

Like with late deferral deposits, another problem is the missed deferral opportunity. It ...

Ary Rosenbaum, That 401(k) Guy

It’s ticking until 7/31 for restatements

With time ticking away, it’s only a few weeks before the July 31st deadline to restate ...

Ary Rosenbaum, That 401(k) Guy

NJ 403(b) bill is a bad idea

A bill in the New Jersey Legislature would require that certain boards of education have ...

Ary Rosenbaum, That 401(k) Guy

Paycor and Ubiquity team up

Under a deal, Paycor will refer small businesses and startups to Ubiquity Retirement + Sa...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference hits Miami

On June 24, That 401(k) Conference was held at loanDepot Park in Miami, home of the Marli...

Ary Rosenbaum, That 401(k) Guy

Olin wins ERISA case

Olin Corp has won their ERISA case brought against them in the U.S. District Court for th...

Ary Rosenbaum, That 401(k) Guy

It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA...

Ary Rosenbaum, That 401(k) Guy

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few ti...

Ary Rosenbaum, That 401(k) Guy

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, a...

Ary Rosenbaum, That 401(k) Guy

The term fee

Signing up with a third-party administrator (TPA) is like getting married, you come in wi...

Ary Rosenbaum, That 401(k) Guy