DailyPost
close
DailyPost

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

There is no such thing as free administration

In England, many of the top pubs are owned by British breweries because watering holes are an effec...

by Ary Rosenbaum, That 401(k) Guy

I hate short plan years

When drafting new 401(k) plans for clients during the middle of the year, I like drafting them with...

by Ary Rosenbaum, That 401(k) Guy

I wish the DOL would act over TPA termination

It’s all friendly between the plan sponsor and the Third-Party Administrator (TPA) until the plan...

by Ary Rosenbaum, That 401(k) Guy

Filing that late 5500 can be a weapon of mass destruction

Missing that deadline to file a Form 5500 is a huge problem. Sometimes people forget even when the ...

by Ary Rosenbaum, That 401(k) Guy

The Problem of Plan design

When you start fixing up the house (for me, a never-ending battle) and replacing appliances or item...

by Ary Rosenbaum, That 401(k) Guy

Which Plan To Set Up?

I call this time of the year Retirement Plan Crazy Season where plan sponsors decided to change pla...

by Ary Rosenbaum, That 401(k) Guy

The problem with too much loyalty to providers

When I first started in the retirement plan business in 1998, I worked for a law firm that served a...

by Ary Rosenbaum, That 401(k) Guy

Some TPAs are in the administration business, some are not

There are those TPA that sell financial products, there are some that sell insurance, and there are...

by Ary Rosenbaum, That 401(k) Guy

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