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

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

In the end, it’s all about competent plan administration

While I know my discussions about payroll provider third-party administration firms (TPAs) have hit...

by Ary Rosenbaum, That 401(k) Guy

Clues that it’s time for a plan review

As many of you know, I offer a Retirement Plan Tune-Up, a legal review for $750 that reviews the do...

by Ary Rosenbaum, That 401(k) Guy

Some Answers to Questions

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

by Ary Rosenbaum, That 401(k) Guy

My Two Cents: Don’t Trust Anybody on hardship distributions

The reason I never hired an employee is because I was an employee once too. I had co-workers, many ...

by Ary Rosenbaum, That 401(k) Guy

An Educational Policy Statement is just paper

Any type of item that keeps you health is a good thing as long as you use it. So the floss I bought...

by Ary Rosenbaum, That 401(k) Guy

The mega backdoor Roth is usually not going to work

I have received more inquiries about after-tax voluntary contributions in the past two weeks than i...

by Ary Rosenbaum, That 401(k) Guy

The truth about index funds and fee disclosure

I’ve always been a big fan of index funds, probably more so when exchange-traded funds became a t...

by Ary Rosenbaum, That 401(k) Guy