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

Beware of Insurance Brokers Masked as TPAs

A friend of mine who is a financial advisor asked me about a third party administration (TPA) firm t...

by Ary Rosenbaum, That 401(k) Guy

Plan sponsors needs to keep record of all plan amendments

I didn’t have such a wonderful time at law school because I felt the administration and much of th...

by Ary Rosenbaum, That 401(k) Guy

“Experience” means lots of things

I always talk about how plan sponsors need to work with experienced financial advisors, third party ...

by Ary Rosenbaum, That 401(k) Guy

Don’t gyp employees on retirement plans

As I’ve stated before, I wouldn’t hire employees because I was an employee once too. That pretty...

by Ary Rosenbaum, That 401(k) Guy

You Get What You Pay For

A few years ago, we were hired by a company to assist them on an Internal Revenue Service (IRS) audi...

by Ary Rosenbaum, That 401(k) Guy

Let Former Employees Roll Their Money Out

One of the rules I live by is that I believe that you should never let someone who dislikes you be i...

by Ary Rosenbaum, That 401(k) Guy

I SIGN THE FORM 5500 – PART 3 – I’M SUPPOSED TO BE DOING WHAT?

I began this series of articles last year.  In Parts 1 and 2 (which you can find on my LinkedIn pro...

by Gina Migliore, Priority Pension Services, Inc. (AFI)

Credentials and awards could just be a paid smokescreen

A Long Island business newspaper once named my old law firm’s administrator as its Chief Financial...

by Ary Rosenbaum, That 401(k) Guy

Legal Costs Don’t Have To Be That Staggering

The cost of correcting plan errors can be expensive. It can be expensive through corrective contribu...

by Ary Rosenbaum, That 401(k) Guy

Fiduciary Prologue to a Cross-Examination

The litmus test for suitable behaviors and the products that result is woven from fiduciary responsi...

by Neal Shikes, CRPC®, The Willing Fiduciary/Counsel Fiduciary LLC