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overpay

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state of the...

by Ary Rosenbaum, That 401(k) Guy

valuemeal

ERISA Attorneys have to provide real value

10 years in, I’m glad I went on my own as an ERISA attorney, so I could provide value to clients, ...

by Ary Rosenbaum, That 401(k) Guy

investments

The problem with plan investments and audits

Retirement plans with more than 100 participants require a CPA audit for their Form 5500. However, s...

by Ary Rosenbaum, That 401(k) Guy

thestory

Tell your TPA the whole story

There are good third-party administrators (TPAs) and bad ones. No matter how good your TPA is, theyâ...

by Ary Rosenbaum, That 401(k) Guy

the real world

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what happens… ...

by Ary Rosenbaum, That 401(k) Guy

space invaders

Your participants should stay the course

With participants being allowed to get a Coronavirus related distribution under the plan if they wer...

by Ary Rosenbaum, That 401(k) Guy

dayrunner

Plan Sponsors Should Get Their Own Football

When I was in college in the early 1990s, I was heavily involved in student politics. I would go and...

by Ary Rosenbaum, That 401(k) Guy

insurance

Those insurance funded defined benefit plans will blow up again

One of the things I dislike the most is owner-only defined benefit plans where the minimum contribut...

by Ary Rosenbaum, That 401(k) Guy

knowledge

Let them know

With the CARES Act and increased loan amounts and an opportunity for distributions from the early di...

by Ary Rosenbaum, That 401(k) Guy

scrooge mcduck

Allow Coronavirus Distributions in your Plan

Your third-party administrator (TPA) might contact you, regarding the coronavirus distribution that ...

by Ary Rosenbaum, That 401(k) Guy