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

Credentials and Awards may mean nothing

A Long Island business newspaper once named my old law firm’s administrator as its Chief Financial...

by Ary Rosenbaum, That 401(k) Guy

You don’t need the headache of former employees

A family member just went through the process of locating retirement plan accounts at two different ...

by Ary Rosenbaum, That 401(k) Guy

Don’t hire relatives as plan providers

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play ca...

by Ary Rosenbaum, That 401(k) Guy

May be time to look at that TPA

58 percent of defined contribution sponsors surveyed for the 2021 PLANSPONSOR Defined Contribution (...

by Ary Rosenbaum, That 401(k) Guy

RFP process can’t be a sham

Years ago, as a naïve associate at a semi-prestigious law firm, I got the short end of the stick to...

by Ary Rosenbaum, That 401(k) Guy

Fix those late 5500 errors

With July 31st passing (the deadline for Form 5500 without an extension), it’s a great way to pond...

by Ary Rosenbaum, That 401(k) Guy

Create a missing participant process

It’s more work, but it’s clear that the Department of Labor (DOL) wants you to do more work when...

by Ary Rosenbaum, That 401(k) Guy

Despite what the survey says, let them roll

I was an employee once and that’s why I don’t have employees. If I did have employees and they l...

by Ary Rosenbaum, That 401(k) Guy

Milk Carton Advisors are still a thing

When you hire a financial advisor for your plan, they typically are paid quarterly from plan assets....

by Ary Rosenbaum, That 401(k) Guy

Get an ERISA attorney to bless any merger or asset sale

If your company is buying the stock or the assets of another company, get an ERISA attorney to revie...

by Ary Rosenbaum, That 401(k) Guy