DailyPost
close
DailyPost

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

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

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