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You're browsing category: For 401(k) Plan Providers

Free recordkeeping and you

Several of the large bundled providers are offering free recordkeeping for parts of next year if pla...

by Ary Rosenbaum, That 401(k) Guy

The Bonus Problem

When I first started as an ERISA attorney, I worked for a kind man named Harvey Berman in 1998, work...

by Ary Rosenbaum, That 401(k) Guy

Dealing with clients isn’t one size fits all

I believe that in this business, there isn’t a one size fits all. That deals with 3(38) advisors, ...

by Ary Rosenbaum, That 401(k) Guy

ESG reminds me of Target Date funds, for a reason

Environmental, Social, and Corporate Governance (ESG) funds are a hot potato item as the Department ...

by Ary Rosenbaum, That 401(k) Guy

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms...

by Ary Rosenbaum, That 401(k) Guy

Don’t let grudges get in the way of doing right

I always joke that I get rid of old grudges to make way for new ones. Recently, an advisor asked abo...

by Ary Rosenbaum, That 401(k) Guy

You still need to do your job

Our world has been turned upside down by COVID. Even with me, I had to put all my live conferences o...

by Ary Rosenbaum, That 401(k) Guy

Avoid the No-Win Situation

Captain Kirk didn’t believe in the no-win situation, he learned the hard way in Star Trek II: Wrat...

by Ary Rosenbaum, That 401(k) Guy

Check credentials

Whenever I hear about someone getting caught with lying about their resume or credentials, I am alwa...

by Ary Rosenbaum, That 401(k) Guy

It Might Be You

Before starting my law firm, I had made many different employer changes over the years to the point ...

by Ary Rosenbaum, That 401(k) Guy