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For 401(k) Plan Sponsors

Allow Coronavirus Distributions in your Plan

Your third-party administrator (TPA) might contact you, regarding the coronavirus distribution that ...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The thing about too much choice in 401(k) plans

In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too ma...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

You still have to do your job as 401(k) plan sponsor

CitiBank used to have a jingle in their ads in the 1980s that “Citi never sleeps, CitiBank”. Whi...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The One Cost Of The Long Time Part Time Inclusion

The biggest change with the SECURE Act is that long term part-time employees will be eligible to par...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

That late 5500 will cost you more under the SECURE Act

One of the provisions of the SECURE Act increased the Internal Revenue Service’s (IRS’) penaltie...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Make sure you deal with controlled and affiliated service group analysis

As a 401(k) plan sponsor, you need to make sure that all your plan providers understand any ownershi...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

401(k) plans increase savings

Investment Company Institute conducted a study that shows that 56% of Defined Contribution plan part...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

The beneficiary form and the need for no drama

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s n...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

Let participants know about birth and adoption expenses withdrawals

When it comes to changes to your retirement plan, make sure your employees know changes in the law t...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

There is a difference between TPAs

In any service industry, the quality of service and price can be far and wide. While people say that...

by Ary Rosenbaum, That 401(k) Guy

Allow Coronavirus Distributions in your Plan

The thing about too much choice in 401(k) plans

You still have to do your job as 401(k) plan sponsor

The One Cost Of The Long Time Part Time Inclusion

That late 5500 will cost you more under the SECURE Act

Make sure you deal with controlled and affiliated service group analysis

401(k) plans increase savings

The beneficiary form and the need for no drama

Let participants know about birth and adoption expenses withdrawals

There is a difference between TPAs

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