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When you need a VCP application, make sure you cover all the errors

The Internal Revenue Service (IRS) Voluntary Compliance Program (VCP) is one of the best methods for...

by Ary Rosenbaum, That 401(k) Guy

Make sure you get what’s promised

People can promise you the moon, but they may deliver far less. That is why despite the promises mad...

by Ary Rosenbaum, That 401(k) Guy

The problem of the de-conversion process

Years ago, I was the Executive Editor of my law school’s news magazine. In one of my final issues,...

by Ary Rosenbaum, That 401(k) Guy

The Inefficient Plan Design

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

by Ary Rosenbaum, That 401(k) Guy

Picking the cheapest provider can be a breach of fiduciary

When it comes to health and fitness, you constantly hear studies about what foods fight or cause can...

by Ary Rosenbaum, That 401(k) Guy

You Need A Financial Advisor

I am still how often I find participant-directed 401(k) plans without a financial advisor. While I u...

by Ary Rosenbaum, That 401(k) Guy

Experience can mean a lot of things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

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, acc...

by Ary Rosenbaum, That 401(k) Guy

Plan Symptoms and When It’s Time to Review

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

by Ary Rosenbaum, That 401(k) Guy

Plan Sponsors Can’t Overpay for Plan Services

When I was 13 and I had my Bar Mitzvah, I plunked down about $2,000 in 1985 money for a state of the...

by Ary Rosenbaum, That 401(k) Guy