That 401k Site - Part 126

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Plan Sponsors Should Know Their “Hat” as Retirement Plan Fiduciaries

I love baseball jerseys and I also love New Era on-field Major League Baseball hats. Speak...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Small Stuff Goes A Long Way

For the third time in 11 years, I joined a Synagogue because I’m the wandering Conservat...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: Terrance Power, The Platinum 401(k)

Interview: Terrance Power, The Platinum 401(k) by Ary Rosenbaum Multiple employer plans (M...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Value and Worthlessness of Baseball Cards

The Menodza Line in baseball is a batting average of .200 and it’s named after Seattle M...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Sky Will Not Fall Because Of The Fiduciary Rule

You’ve heard people screaming up and down about the fiduciary rule. They just had someon...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have establis...

For 401(k) Plan Sponsors

Gina Migliore, Priority Pension Services, Inc. (AFI)
How to fix Law School

I enjoyed law school as much as I enjoyed the preparation for my colonoscopy, it was that ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401...

For 401(k) Plan Sponsors

Alfred Lutfy, CPA
$300,000 401(k) Plan Sued* (Note Asterisk)

A Florida optometry practice with a 401(k) plan with only $300,000 in assets is the latest...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Clients are Happy With Their Advisors, But That Can’t Stop You

“Fidelity’s 2015 Plan Sponsor Attitudes Survey,” disclosed the satisfaction level of...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan ...

For 401(k) Plan Sponsors

Gina Migliore, Priority Pension Services, Inc. (AFI)
The Howard Stern Show Isn’t The Same and Neither Are You

People can be harsh. After the first season of The Sopranos, you would hear people say how...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Retirement Plans Should Fit Like A Glove

Johnnie Cochran should have been an ERISA attorney. The man who claimed: “if it doesn’...

For 401(k) Plan Sponsors

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
An Ode To The ReplaceMets

Being a Mets fan isn’t easy, it’s usually a 1-2 year period of good baseball followed ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
The Laurita Rules for 401(k) Plan Providers

Once upon a time in the 401(k) world, I knew a man named Richard A. Laurita. I worked with...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Interview: Chuck Hammond, The 401(k) Study Group

A big part of my practice as an ERISA attorney is helping out financial advisors around th...

News

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
Keep Politics and Your Business Apart

We’re closing in on Election Day and no matter what side you’re on, you have to admit ...

For 401(k) Plan Providers

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
A Movie You Haven’t Watched, But Should: Once Upon A Time In The West

The term spaghetti western or Italian western belongs to a genre of Italian made westerns ...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy
That Alec Baldwin Match Game was a hit

Ever since I was a kid and watched the show even though I didn’t understand the double e...

Life Beyond 401(k)

That 401(k) Guy

Ary Rosenbaum, That 401(k) Guy

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