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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

If you can do a Roth, do it by

I love the idea of a Roth 401(k) and if you could afford to lose the tax deduction of a 401(k) defer...

by Ary Rosenbaum, That 401(k) Guy

Take care of that beneficiary stuff

It happens all the time, an unmarried plan participant signs up for a retirement plan and designates...

by Ary Rosenbaum, That 401(k) Guy

Be a nice family member, get your beneficiary forms in order

I hate death, I hate talking about death, the whole point of living is not dying. Yet, when it comes...

by Ary Rosenbaum, That 401(k) Guy

If it’s free, how much can it be?

Years ago, I started working and had a lot of free time (before marriage and kids). I saw that the l...

by Ary Rosenbaum, That 401(k) Guy