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The Partial Termination headache

With COVID and massive layoffs, we certainly have a partial termination problem to consider. If an e...

by Ary Rosenbaum, That 401(k) Guy

Pentegra MEP sued

If you become big enough, you can get sued. That is the lesson I tell everyone when someone mentions...

by Ary Rosenbaum, That 401(k) Guy

Plan Terminations will cause leakage

If you look at the stock market, you wouldn’t know unemployment is 10% and that 180,000 Americans ...

by Ary Rosenbaum, That 401(k) Guy

GAO looks at QDROs

A new report from the Government Accountability Office looks at the barriers that participants and t...

by Ary Rosenbaum, That 401(k) Guy

IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per year to em...

by Ary Rosenbaum, That 401(k) Guy

IRS Provides Guidance on Long-Term, Part-Time Employees in 401(k) Plans

Under the SECURE Act, 401(k) plan sponsors will be required to have a dual eligibility requirement u...

by Ary Rosenbaum, That 401(k) Guy

Possible Biden 401(k) is a little chilly

A little known proposal from the Joe Biden campaign concerning 401(k) plans is giving many in the in...

by Ary Rosenbaum, That 401(k) Guy

Plan settlement shows you what’s wrong

Finding things wrong with a 401(k) plan is very easy when a settlement in. a lawsuit has been reache...

by Ary Rosenbaum, That 401(k) Guy

Walt Frazier will be wheeling and dealing at That 401(k) National Virtual Conference on January 21

NBA Hall of Famer/Knicks legend/Knicks broadcaster Walt “Clyde” Frazier will be our guest on day...

by Ary Rosenbaum, That 401(k) Guy

McKinsey & Co. settles for $39.5 million

Putting your proprietary funds in a 401(k) plan makes you a target and if you don’t offer them, it...

by Ary Rosenbaum, That 401(k) Guy