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For 401(k) Plan Sponsors

I hate the stated match

A 401(k) plan doesn’t have to be treated like the Bible or any other type of book where every work...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The former employees can be a huge problem

In terms of issues over retirement plans for the past 22 years, the two most treacherous investigati...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Best defense is good procedures and following them

Having a great 401(k) plan doesn’t mean that a former participant won’t sue you or the governmen...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

You need to read the plan document

I once worked at a third-party administrator (TPA) that I joked that if you wanted to hide something...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

DOL says you have a missing participant if…..

According to the Department of Labor, you have a missing participant problem if: 1) You have more th...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

It’s not hard to find missing participants, you just have to try

With the focus by the Department of Labor (DOL) on missing participants, I have to say it isn’t ha...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Pick what’s good, not what’s popular

I’m not very popular, never have been and never will be. It’s probably my personality or just no...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Potential Conflicts shouldn’t be just dismissed

As a retirement plan provider, you need to understand where there is a conflict of interest if someo...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

What you need to do about missing participants

As a 401(k) plan sponsor, it’s not hard to lose touch with former employees who still have an acco...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

You may not need a committee, but you need something

When I worked at that semi-prestigious law firm on Long Island, I used to joke that if the Managing ...

by Ary Rosenbaum, That 401(k) Guy

I hate the stated match

The former employees can be a huge problem

Best defense is good procedures and following them

You need to read the plan document

DOL says you have a missing participant if…..

It’s not hard to find missing participants, you just have to try

Pick what’s good, not what’s popular

Potential Conflicts shouldn’t be just dismissed

What you need to do about missing participants

You may not need a committee, but you need something

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