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

Communicating with Millennials on 401(k) Plans

Schwab conducted a survey where 61 percent of millennial women and 44 percent of millennial men feel...

by Ary Rosenbaum, That 401(k) Guy

The problem with late deferrals

While working as an ERISA attorney with a national practice (cough, cough), it’s clear to me t...

by Ary Rosenbaum, That 401(k) Guy

Top 10 401k Trends For 2017

Competition for qualified employees is becoming intense. As a result, firms that you compete with fo...

by Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

The Luck of the Draw

As an ERISA attorney for 18 years, I have seen a lot of strange things that plan sponsor have done t...

by Ary Rosenbaum, That 401(k) Guy

Some people can’t deal with complaints, but….

The one thing I always say about third party administrators (TPAs) is that they get none of the cred...

by Ary Rosenbaum, That 401(k) Guy

Dear Plan Sponsors, it’s about Reasonableness

Thanks to fee disclosure regulation and litigation against plan sponsors, plan sponsors are focusing...

by Ary Rosenbaum, That 401(k) Guy

Why Trump Won’t Roll Back New Fiduciary Regs

There have been significant differences of opinion on whether President-elect Trump will roll back t...

by Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

It’s 10pm, do you know where your beneficiary election form is?

This seems like a question with an obvious answer, but real life turns up some interesting and costl...

by Steve Mayer, The Mayer Benefits Advisory, LLC

Forms and Distributions according to Plan Terms

My father in law loved to look through the supermarket circulars and get a bargain. When organ juice...

by Ary Rosenbaum, That 401(k) Guy

Why I’m still wary of Target Date Funds

I’m an ERISA attorney and I handle my own investments, so I’m certainly no financial exp...

by Ary Rosenbaum, That 401(k) Guy