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

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

by Ary Rosenbaum, That 401(k) Guy

The inefficient plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...

by Ary Rosenbaum, That 401(k) Guy

TPAs don’t need no stinking license

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to p...

by Ary Rosenbaum, That 401(k) Guy

The Dentist is in

About 20 years ago, there was a medical report that dental plaque could cause heart disease. The cy...

by Ary Rosenbaum, That 401(k) Guy

I dislike self-certification for hardship distributions

As Stone Cold Steve Austin said once: “Don’t trust anyone.” I’m not that severe in thought,...

by Ary Rosenbaum, That 401(k) Guy

Check those statements

I’m one of those people who like brokerage accounts where I can buy fractional shares and securit...

by Ary Rosenbaum, That 401(k) Guy

I’ve got nothing is no answer

I would have this recurring nightmare when I was younger, when I would dream that I was back in sch...

by Ary Rosenbaum, That 401(k) Guy

Use that scanner

Being a plan sponsor is a tough job and the amount of paperwork that goes with it can be overwhelmi...

by Ary Rosenbaum, That 401(k) Guy

The cost for more self-correction

Years ago, any volume submitter plan or non-standardized prototype plan would apply for its own det...

by Ary Rosenbaum, That 401(k) Guy

The cost for more self-correction

Years ago, any volume submitter plan or non-standardized prototype plan would apply for its own det...

by Ary Rosenbaum, That 401(k) Guy