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

It doesn’t matter where your plan provider is

I’m the guy who will travel to a Target further from my home because the Target in Farmingdale is...

by Ary Rosenbaum, That 401(k) Guy

Get fiduciary liability insurance

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 auditors can make a mistake and not admit

For plans that require an independent audit, the point of the audit is to determine the financial h...

by Ary Rosenbaum, That 401(k) Guy

Confirm what the auditor says

If you have a retirement plan with more than 100 participants with account balances, you probably h...

by Ary Rosenbaum, That 401(k) Guy

In the end, it’s on you

One of the thankless parts of my job is dealing with plan sponsors with large issues and no sense o...

by Ary Rosenbaum, That 401(k) Guy

Bed Bath and Beyond employees get that dreaded market value adjustment

Stable value funds provide great returns, much better than money market accounts. There is a price ...

by Ary Rosenbaum, That 401(k) Guy

There is a strike against technology savvy TPAs

I have been working as an ERISA attorney since 1998. While the laws, regulations, and technology ha...

by Ary Rosenbaum, That 401(k) Guy

We all have priorities

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t have the gr...

by Ary Rosenbaum, That 401(k) Guy

I wouldn’t put an ESG fund in a plan

The worst things to argue about are politics and religion. That’s why I avoid suggesting that pla...

by Ary Rosenbaum, That 401(k) Guy

With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism o...

by Ary Rosenbaum, That 401(k) Guy