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

Appearances matter

I always believe that appearances are extremely important and if things just don’t look right, the...

by Ary Rosenbaum, That 401(k) Guy

Just correct those errors

We all know that when we make a mistake, it’s best that we correct them. Yet too many plan sponsor...

by Ary Rosenbaum, That 401(k) Guy

Get those contracts reviewed

  I had a plan sponsor forward me a contract they received from their financial advisor on a pr...

by Ary Rosenbaum, That 401(k) Guy

Is your SIMPLE IRA plan ready for an IRS audit?

If you sponsor a Savings Incentive Match Plan for Employees (SIMPLE) and have not had the misfortune...

by J. Timothy Corle, CPC, CFP®

Say goodbye and get them out

When a participant of yours leaves or is let go, I think one of the most important things you can do...

by Ary Rosenbaum, That 401(k) Guy

Watch your eligibility provision

Your plan’s eligibility provision is a big thing because it serves as a gatekeeper for which emplo...

by Ary Rosenbaum, That 401(k) Guy

The problem with policies

Most 401(k) plans have an investment policy statement to serve as a blueprint on how and why investm...

by Ary Rosenbaum, That 401(k) Guy

Don’t gamble for a DOL audit

The last two times I was in Las Vegas, I didn’t gamble a penny. I didn’t gamble because I hate t...

by Ary Rosenbaum, That 401(k) Guy

Don’t Buy What You Don’t Need

For many years, my wife didn’t want to join Costco because she thought that overshopping was genet...

by Ary Rosenbaum, That 401(k) Guy

Fiduciary Liability Insurance and Plan Reviews are worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll be surpris...

by Ary Rosenbaum, That 401(k) Guy