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Changing TPAs, “don’t go into business for yourself”

Changing third-party administrators (TPAs) isn’t fun. If you have to for it, do it. However, you ...

by Ary Rosenbaum, That 401(k) Guy

Changes have to be smooth

I hate moving. I’ve lived in the same house now for 16 years and I dread the idea of moving and I...

by Ary Rosenbaum, That 401(k) Guy

Remember that 401(k) plans are a benefit

I think the one thing that 401(k) plan sponsors really forget is that the plan is an employee benef...

by Ary Rosenbaum, That 401(k) Guy

The bonus problem

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the h...

by Ary Rosenbaum, That 401(k) Guy

The problem with loans

When I draft a new 401(k) plan for a client, I’ll recommend a loan provision even though it can b...

by Ary Rosenbaum, That 401(k) Guy

Bottom line, you fix it to avoid harm

When presented with the opinion from your third-party administrator (TPA) that you have to fix a po...

by Ary Rosenbaum, That 401(k) Guy

It’s the end of the year, maybe time to take a look

With Thanksgiving past us, it means the year is coming to an end, and it can certainly be a time to...

by Ary Rosenbaum, That 401(k) Guy

Beware of insurance brokers disguised as TPAs

A friend of mine who is a financial advisor asked me about a third-party administration (TPA) firm ...

by Ary Rosenbaum, That 401(k) Guy

Never forget a retirement plan is a benefit

When you talk about benefits, one of the most overlooked is a retirement plan benefit. While ...

by Ary Rosenbaum, That 401(k) Guy

Late 5500? Worst thing you can do is immediately file first

When we were kids, we were trained that late assignments should be turned in as soon as possible. T...

by Ary Rosenbaum, That 401(k) Guy