Monthly Archives: January 2023

The Rosenbaum Law Firm Review

My latest newsletter can be found here.

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How To Encourage Your Participants To Defer More In Your 401(k) Plan

My latest article for JDSupra.com can be found here.

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401(k) Options You Should Pass On As Plan Sponsor

My latest article for JDSupra.com can be found here.

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2024 and the long time, part-time provision is around the corner

Life goes fast. Feels about 10 years ago that I started as an ERISA attorney in practice and that was almost 25 years ago. It’s 2023 and before you know it, it will be 2024. It is time for you … Continue reading

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The Solo 401(k) and Form 5500 trap

I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been using it for years. The problem is that there is so little help, that sponsors of these plans fall into a trap … Continue reading

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Multiple plans? Pick one TPA

Call me crazy, but I think less is more. If you have a 401(k) plan and another plan (usually a defined benefit or cash balance plan), there may be reasons why you would want multiple third-party administrators (TPAs). Speaking from … Continue reading

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In 2021, people were deferring more

The Plan Sponsor Council of America’s (PSCA)65th Annual Survey of 401(k) and Profit Sharing Plans showed record savings in retirement plans. In 2021, participant and employer contribution rates combined to produce an average savings rate of 13.9% of pay, which … Continue reading

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Advisors Advantage

My newsletter for retirement plan providers can be be found here.

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SECURE 2.0: What 401(k) Plan Sponsors Need To Know

My latest article for JDDSupra.com can be found here.

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Bad Plan Provider Behaviors You Shouldn’t Emulate

My latest article for JDSupra.com can be found here.

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