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I will never understand a TPA asset based fee

I’m stubborn and there are just some things I don’t understand, so hear me out. I got a call...

by Ary Rosenbaum, That 401(k) Guy

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership or who ser...

by Ary Rosenbaum, That 401(k) Guy

I’m not making money off referrals

Maybe I’m like Larry David, but I have a lot of pet peeves. I hate when people whistle or sing in...

by Ary Rosenbaum, That 401(k) Guy

The DOL is here to help

I got an urgent phone call on Friday at 5 pm from a plan sponsor with a unique situation. They talk...

by Ary Rosenbaum, That 401(k) Guy

Participants and plan sponsors need to be on guard for the scams

A law firm partner sends an email to another partner that he’s in trouble, and that the other par...

by Ary Rosenbaum, That 401(k) Guy

CNN has a biased list

CNN.com had an article on the best 401(k) plan providers which I found on a Google search for 401(k...

by Ary Rosenbaum, That 401(k) Guy

The Retirement Plan Dentist

About 25 years ago, there was a medical report that dental plaque could cause heart disease. The cy...

by Ary Rosenbaum, That 401(k) Guy

The overvaluing of experience

I always say that picking a plan provider just on price is a bad idea and I will say that picking a...

by Ary Rosenbaum, That 401(k) Guy

Don’t like ESG, don’t offer it

I hate to get political, but when people complain about something “woke,” they really should Go...

by Ary Rosenbaum, That 401(k) Guy

Not filing a Form 5500 is the greatest catastrophe

I have about a half dozen corporations where I need to file a corporate tax return by March 15. Eve...

by Ary Rosenbaum, That 401(k) Guy