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

The meaningless of awards

I work in an industry that has a terrible reputation. Not the retirement plan industry, the legal i...

by Ary Rosenbaum, That 401(k) Guy

The problem with former employees

I always say that the reason I don’t have employees is I was an employee once too. My joke about ...

by Ary Rosenbaum, That 401(k) Guy

Make sure you do those brokerage windows correctly

A character in This Is Spinal Tap said it best: “there is a fine line between being clever and be...

by Ary Rosenbaum, That 401(k) Guy

The former employee has an axe to grind

Someone I know was let go during COVID in April 2020. Thankfully, they were reemployed rather quick...

by Ary Rosenbaum, That 401(k) Guy

Just some of these things to juice your plan while it’s being restated

Between now and July 2022, your 401(k) plan will be going through a mandatory restatement. The resta...

by Ary Rosenbaum, That 401(k) Guy

Make it easy for plan participants to understand

Less is more, I believe that. As an attorney in an occupation where most attorneys charge by the hou...

by Ary Rosenbaum, That 401(k) Guy

Plan committees have to meet

I used to joke that at the law firm I was at, that if the Managing Attorney wanted to bury a particu...

by Ary Rosenbaum, That 401(k) Guy

Cutting Edge is usually Over The Edge

After 23 years in the retirement plan business, one thing that stands out is that plan providers are...

by Ary Rosenbaum, That 401(k) Guy

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