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

scales

Sometimes, the litigators want a piece of you

Many years ago, I represented a defined benefit plan sponsor being investigated by the Department of...

by Ary Rosenbaum, That 401(k) Guy

late

If you’re late with deferrals, it will probably happen again

People who are late are usually late most of the time. I’m usually always early for a meeting unle...

by Ary Rosenbaum, That 401(k) Guy

eup

Don’t fall for retirement plan euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how toilet paper...

by Ary Rosenbaum, That 401(k) Guy

win

Sometimes, it’s the luck of the draw

As an ERISA attorney for almost 21 years (my career can get its own drink), I have seen a lot of str...

by Ary Rosenbaum, That 401(k) Guy

mirror

Appearances matter

I always believe that appearances are extremely important and if things just don’t look right, the...

by Ary Rosenbaum, That 401(k) Guy

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Just correct those errors

We all know that when we make a mistake, it’s best that we correct them. Yet too many plan sponsor...

by Ary Rosenbaum, That 401(k) Guy

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Get those contracts reviewed

  I had a plan sponsor forward me a contract they received from their financial advisor on a pr...

by Ary Rosenbaum, That 401(k) Guy

tycor

Is your SIMPLE IRA plan ready for an IRS audit?

If you sponsor a Savings Incentive Match Plan for Employees (SIMPLE) and have not had the misfortune...

by J. Timothy Corle, CPC, CFP®

2AE5E479-B025-4A52-8EE3-15D9CCFD4D7D

Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do...

by Ary Rosenbaum, That 401(k) Guy

C0E67938-A238-4DD3-A21D-F90DDE97B481

Watch your eligibility provision

Your plan’s eligibility provision is a big thing because it serves as a gatekeeper for which emplo...

by Ary Rosenbaum, That 401(k) Guy