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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

The controlled group rules, you need to understand it’s a thing

The controlled group rules, basically say that in many circumstances, companies with similar owners...

by Ary Rosenbaum, That 401(k) Guy

The advisor model has changed

The CFP Board through a survey, claims that about 97% of Americans agree that the financial profess...

by Ary Rosenbaum, That 401(k) Guy

Popularity means nothing

Jay Leno had better ratings than David Letterman. Avatar drew more money than Black Panther. PC out...

by Ary Rosenbaum, That 401(k) Guy

401(k) dangers? It doesn’t have to be this way

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they...

by Ary Rosenbaum, That 401(k) Guy

Buying a business? What is with the 401(k) plan?

If you own a business, expanding by buying a competitor goes a long way. Mergers and acquisitions a...

by Ary Rosenbaum, That 401(k) Guy

Fiduciary Liability Insurance is really worth it

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

by Ary Rosenbaum, That 401(k) Guy

The audit isn’t as random as you think

A small plan received an audit inquiry from the Internal Revenue Service (IRS). Upon further review...

by Ary Rosenbaum, That 401(k) Guy

The Cash-out Limit change is a no brainer

For over 25 years, the involuntary cash-out limit was $5,000. Now, we have an increase. An increase...

by Ary Rosenbaum, That 401(k) Guy