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

Annuities in 401(k) Plans

As Michael Corleone said in the very underrated “The Godfather Part III”, “Just when I want t...

by Ary Rosenbaum, That 401(k) Guy

When you focus only on fees, you lose sight of everything else

For the past 12 years, fee disclosure has certainly helped you as a plan sponsor to understand the ...

by Ary Rosenbaum, That 401(k) Guy

Collecting Solo 401(k) Plans is like collecting nickels

The fewer assets you have in a 401(k) plan, the less support you get. I know that since I have a So...

by Ary Rosenbaum, That 401(k) Guy

You Can Learn Something New Every Day

As an ERISA attorney, I always have an open phone policy with plan sponsors, financial advisors, ac...

by Ary Rosenbaum, That 401(k) Guy

Just another TPA screw up

Retirement plans with more than 100 participants with account balances require a CPA audit for thei...

by Ary Rosenbaum, That 401(k) Guy

You shouldn’t waive your participant rights under an arbitration provision

I’m glad that the Sixth Circuit has joined other Federal appeals courts in stating that arbitrati...

by Ary Rosenbaum, That 401(k) Guy

You should have the plan and valuation at your finger tips

I’m old enough to remember when they would do ads for the Yellow Pages and they told you should l...

by Ary Rosenbaum, That 401(k) Guy

The affiliated service group issue

I own a piece of a business and provide services to it, through my sole proprietorship. Pretty much...

by Ary Rosenbaum, That 401(k) Guy

The thing about experience

Manute Bol and Gheorghe Mureșan were 7’6” and 7’7”, but were pretty bad players in the NBA...

by Ary Rosenbaum, That 401(k) Guy

Don’t use forfeitures to reduce

There are plenty of cases out there, arguing that plan sponsors that use forfeitures to reduce empl...

by Ary Rosenbaum, That 401(k) Guy