That 401k Site - Part 110

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The Last Jedi trailer drops and everyone is a Star Wars expert

Star Wars: The Last Jedi trailer was finally released during Star Wars Celebration. It was...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Employees don’t want to hear that

I always jokingly say that the reason I try to avoid hiring employees is that I once was a...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The problem with pushing other providers

Many larger third party administration (TPAs) firms, especially those owned by insurance c...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Are 401k Plan Loans Double Taxed?

Are 401k plan loans double taxed? As outlined in the example below, it appears that the pr...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
Advisors Should Care About Plan Design

In sports and in business, you are only as good as the team that you are on. I have been o...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Plan Design And Tax Deductions

If you’re a retirement plan sponsor, why should you care about plan design? Retirement p...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Were They Thinking #15? The Apple Newton

Apple Inc. has a checkered history of success and failure. While they have been hitting ho...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
What Were They Thinking #14? Three’s A Crowd

The late, great Chuck Barris was one of the greatest and most creative television game sho...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Get your clients over the fear of ERISA attorneys

People hate dentists. I get it, having gone years at times without getting a checkup. Sinc...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
It’s a mistake to only focus on fees

I remember as a kid that there was move to use margarine because of the cholesterol that w...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
You have a choice in who you hire as a plan provider

A few weeks back, I signed up my daughter with a new summer camp after she was at her prev...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Don’t Give Up

If you start a retirement plan provider practice, it can be frustrating. Like I always say...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Farewell Tours never say goodbye

Kiss is on my favorite bands and when they announced a Farewell Tour for 2000, I didn’t ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The 10 Biggest 401k Plan Misperceptions

Your 401k plan participants really believe some of the things outlined below! Havin...

For 401(k) Plan Sponsors

Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC
What Were They Thinking #13? The AWA doesn’t build around Hulk Hogan

Professional wrestling in 1982-1983 was a little different than it’s now. The country wa...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The DOL Fiduciary Rule Is No Time To Celebrate

The Department of Labor (DOL) sent the final rule to the Office of Management and Budget t...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
You Can Lead A Plan Sponsor To Huge Retirement Savings, But……

One thing I will always remember working as an ERISA attorney for third party administrato...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The problem with Morgan Stanley’s payment decision

As you probably heard, Morgan Stanley will be moving to a level compensation approach for ...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Wrestlemania is the Academy Awards of Wrestling

Everyone jokes about how long the Academy Awards are. It’s usually 3 ½ to 4 hours. Imag...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The one thing you should never throw out as Plan Sponsors

I’m always asked about how long plan sponsors keep records and there is one thing plan s...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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