When the Payroll Provider Becomes the Plan Provider
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’...

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If interested in sponsoring the event or being part of the next regional event, please contact me at ary@therosenbaumlawfirm.com or 516-594-1557.
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’...
Every plan provider has crossed paths with one — the advisor who talks a big fiduciary ...
By Ary Rosenbaum Every few months, I hear a plan sponsor brag, “Our provider said th...
We’ve all heard it: “Don’t leave free money on the table.” It’s the classic pit...
There aren’t many people in professional wrestling who live up to the character they pl...
Here’s the straight talk: smaller employers—those with under roughly $50 million in p...
Here’s what’s happening — and what every plan sponsor, consultant, and fiduciary sh...
So here we are, in the twilight of the old 401(k) era, and I can’t help but feel a mix ...
There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-e...
If you’ve been around the 401(k) block as long as I have, you know that the most innocu...
I’m an attorney. I like order. I run events for a living—That 401(k) Conference isn...
In the world of retirement plans, we’re comfortable with spreadsheets, deferral limits,...
So here’s what I’ve been watching—because if you’re a fiduciary, you ...
Greetings—this is Ary Rosenbaum picking up the referee’s whistle to review a recent w...
As I sit back, figuratively dusting off my “That 401(k) Conference” binder and sippin...
Greetings — Ary Rosenbaum here, gear-shifting through the ERISA/401(k) lane, rubber on ...
Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortu...
Here’s a story straight from the trenches of the 401(k) world: the parties in a long-ru...
Here’s a story straight from the trenches of the 401(k) world: the parties in a long-ru...
If you’ve been to one of That 401(k) Conferences before, you already know it’s not yo...
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