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Money purchase plan distributions available for COVID relief

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

by Ary Rosenbaum, That 401(k) Guy

Relief provided for partial terminations

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) National Virtual Conference is this January

Zoom will be the place to be for That 401(k) National Virtual Conference on Thursday-Friday, January...

by Ary Rosenbaum, That 401(k) Guy

Bill to expand MEPs to 403(b) plans introduced

I rarely talk about legislation because so many bills over the years get proposed with zero action b...

by Ary Rosenbaum, That 401(k) Guy

Paychex creates its own PEP

Paychex created its own pooled employer plan (PEP). Mesirow Financial will serve as the 3(38) invest...

by Ary Rosenbaum, That 401(k) Guy

2019 showed record retirement plan savings

The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a great year for retiremen...

by Ary Rosenbaum, That 401(k) Guy

That 401(k) Pooled Employer Plan coming soon

As an ERISA attorney, I work on pooled employer plans for plan providers and I work on my owned pool...

by Ary Rosenbaum, That 401(k) Guy

DOL drops proxy rule

Retirement plan fiduciaries will be barred from casting corporate-shareholder proxy votes in favor o...

by Ary Rosenbaum, That 401(k) Guy

It’s time to start counting hours for 2024

The SECURE Act introduced the concept of a “long-term, part-time employee.” Starting in ...

by Ary Rosenbaum, That 401(k) Guy

Only 10% of employers have cut or suspended their match

A new survey from Willis Towers Watson has nearly 10% of U.S. companies have used the crisis to cut ...

by Ary Rosenbaum, That 401(k) Guy