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The De-Conversion Process is an eye opener

More than 20 years ago, I was the Executive Editor of my law school’s news magazine. In one of my ...

by Ary Rosenbaum, That 401(k) Guy

The Problem with 3(16)

Over the last few years, we’ve seen the proliferation of companies offering ERISA §3(16) services...

by Ary Rosenbaum, That 401(k) Guy

Details those hardship requests

When I draw up a new 401(k) plan for a client, I tend to be liberal in distribution provisions by al...

by Ary Rosenbaum, That 401(k) Guy

Don’t panic if a provider you knows gets sued, but….

  As a plan sponsor, you’re always going to run into another plan provider that is interested...

by Ary Rosenbaum, That 401(k) Guy

Don’t let the best employees be low in the pecking order

I’m a big fan of Survivor since day one. One of the more memorable seasons in the beginning was th...

by Ary Rosenbaum, That 401(k) Guy

Is that 401(k) lawsuit streak going to end?

The landscape for the retirement plan business has radically changed since when I first started in 1...

by Ary Rosenbaum, That 401(k) Guy

They went into business for themselves

So often when dealing with retirement plan providers, a plan sponsor may discover that one of their ...

by Ary Rosenbaum, That 401(k) Guy

Don’t pick the Bud Light of TPAs

The best selling beer in the United States is Bud Light. Does that make it the best? If given the ch...

by Ary Rosenbaum, That 401(k) Guy

Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to pr...

by Ary Rosenbaum, That 401(k) Guy

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administra...

by Ary Rosenbaum, That 401(k) Guy