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

If new TPA asks you to set up a new plan, say no

When you switch third-party administrators (TPAs), there is a lot of work involved. I don’t recom...

by 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 and that w...

by 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 using it ...

by 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 (usually a defi...

by Ary Rosenbaum, That 401(k) Guy

Smaller plans, at least have the PEP tool

I was interviewed recently by a 401(k)-centric website about smaller plans. When I first started in...

by Ary Rosenbaum, That 401(k) Guy

Ask Your TPA about training

If I want to get a new doctor or an attorney, I certainly want to know their background. Same with ...

by Ary Rosenbaum, That 401(k) Guy

The problem of late deferrals

While working as an ERISA attorney with a national practice (cough, cough), it’s clear to me that...

by Ary Rosenbaum, That 401(k) Guy

Participants will continue to make bad decisions

As the stock market remains choppy and we trying to figure out whether we are in a recession, it’...

by Ary Rosenbaum, That 401(k) Guy

401(k) and 403(b) are a lot alike, but the two shall not merge

Thanks to regulations, 403(b) plans are becoming more and more like 401(k) plans. It’s to the poi...

by Ary Rosenbaum, That 401(k) Guy

Web access makes it easier to steal

14 years ago, I worked on a union money purchase plan. A participant claimed that their distributio...

by Ary Rosenbaum, That 401(k) Guy