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

The problem with plan investments and audits

Retirement plans with more than 100 participants with account balances require a CPA audit for thei...

by Ary Rosenbaum, That 401(k) Guy

A SIMPLE Plan isn’t so simple

Small business plans that require no testing such as a SIMPLE IRA sound great on paper, but they cr...

by Ary Rosenbaum, That 401(k) Guy

With some penalties, there is nothing I can do

Memorial Sloan Kettering is probably one of the top 5 cancer hospitals in the United States. If I e...

by Ary Rosenbaum, That 401(k) Guy

That last button on your 401(k) plan

As an attorney, I hate dressing up. If I could wear a sports jersey to meetings, I would. One thing...

by Ary Rosenbaum, That 401(k) Guy

Win, Lose, or Draw

As an ERISA attorney for 26 years, I have seen a lot of strange things that plan sponsors have done...

by Ary Rosenbaum, That 401(k) Guy

Breaking up with your TPA can be hard to do

The MTV reality series The Real World ended their opening intro with “to find out what happens…...

by Ary Rosenbaum, That 401(k) Guy

The beneficiary form and the need for no drama

As a plan sponsor, you need to ensure that participant beneficiary forms are up to date. It’s not...

by Ary Rosenbaum, That 401(k) Guy

Make sure those exclusions make sense

If you restrict eligibility from your retirement plan to a certain group of employees outside of th...

by Ary Rosenbaum, That 401(k) Guy

Changes have to be smooth

I hate moving. I’ve lived in the same house now for 19 years and I dread the idea of moving I hav...

by Ary Rosenbaum, That 401(k) Guy

IRS has a tough time with the 5500 “zig zag”

The Internal Revenue Service (IRS) doesn’t read the 5500s, but the Department of Labor (DOL) does...

by Ary Rosenbaum, That 401(k) Guy