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Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...

Ary Rosenbaum, That 401(k) Guy

IRS determination letter procedure updated

Rev. Proc. 2002-4 listed the update for requesting Internal Revenue Service (IRS) determi...

Ary Rosenbaum, That 401(k) Guy

Bessemer Trust Company is latest proprietary fund/ 401(k) plan sponsors defendant

When you’re a plan sponsor and you run your own proprietary mutual fund business and ha...

Ary Rosenbaum, That 401(k) Guy

What makes a good TPA? Simple, service.

A bad third-party administrator (TPA) can be a weapon of mass destruction. So when plan s...

Ary Rosenbaum, That 401(k) Guy

Northwestern case won’t help bad ERISA litigators

In Hughes v Northwestern, a unanimous Supreme Court held that the Seventh Circuit erred b...

Ary Rosenbaum, That 401(k) Guy

The Successor Plan Rule

It’s a question I get often, the 401(k) plan sponsor wants to terminate their plan and ...

Ary Rosenbaum, That 401(k) Guy

If your clients are wasting their time, say sorry

I referred a client to a third-party administrator (TPA) that would be the best fit for f...

Ary Rosenbaum, That 401(k) Guy

That 401(k) Conference Rocks Vegas

That 401(k) Conference was held at the New York-New York Hotel & Casino in Las Vegas ...

Ary Rosenbaum, That 401(k) Guy

Supreme Court backs plan participants in big ERISA case

The Supreme Court told defined contribution sponsors Monday that they have to monitor all...

Ary Rosenbaum, That 401(k) Guy

That Flinstones tie

I was a first-year law student participating in moot court, just because all second-year ...

Ary Rosenbaum, That 401(k) Guy