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The Myth of Financial Wellness in a Vacuum

Every year, I see plan sponsors spend thousands on shiny “financial wellness” programs—apps, ...

by Ary Rosenbaum, That 401(k) Guy

Tell Your 401(k) Provider What’s Going On

Working with a plan sponsor recently, I was helping sort out a late Form 5500 issue. Pretty routine...

by Ary Rosenbaum, That 401(k) Guy

When the IRS Comes Knocking — And You Tossed the Evidence

Working on an IRS audit is hard enough. But what’s even harder? When you discover the plan sponso...

by Ary Rosenbaum, That 401(k) Guy

ERISA Basics 101: Puerto Rico, Vesting Schedules, and Other Unforgettable Lessons

By Ary Rosenbaum, Esq. When you work as an ERISA attorney for TPAs for nearly a decade, you get ...

by Ary Rosenbaum, That 401(k) Guy

The Hill Worth Dying On

On a client call the other day, we were knee-deep in the usual chaos that comes with transitioning ...

by Ary Rosenbaum, That 401(k) Guy

When Default Rates Spike — Don’t Let Your Plan Be the Next Headline

We’ve all kept an eye on default rates creeping upward lately. But here’s what catches my atten...

by Ary Rosenbaum, That 401(k) Guy

Don’t Let AI Become Your Liability: Smart Steps for Plan Sponsors

AI can feel like magic—predicting outcomes, personalizing communications, streamlining decisions....

by Ary Rosenbaum, That 401(k) Guy

The Coming Shift in Catch-Up Contributions — What Plan Sponsors Need to Do Now

If you thought catch-up contributions were settled territory, think again. The IRS has now issued f...

by Ary Rosenbaum, That 401(k) Guy

Retirement Plan Committees and the Ego Problem

Whenever I sit with a retirement plan committee, I can’t help but be reminded of my experiences w...

by Ary Rosenbaum, That 401(k) Guy

Quick Guide for Plan Sponsors: My Take on DOL Cybersecurity Audits

If you want to stay out of DOL trouble, here’s what I’d tell you over a drink,no legalese, just...

by Ary Rosenbaum, That 401(k) Guy