Episodes

22 minutes ago
#359: That One About M&A & 401(k)
22 minutes ago
22 minutes ago
ARY ROSENBAUM talks about mergers and acquisitions and why a 401(k) plan review is necessary.

Friday Jul 18, 2025
#358: That One About Offering Bitcoin In 401(k) Plans
Friday Jul 18, 2025
Friday Jul 18, 2025
Ary Rosenbaum, big Bitcoin investor, lets you know why 401(k) plan sponsors should never offer Bitcoin in their 401(k) Plan.

Friday Jul 11, 2025
#357: That About About 401(k) Plan Sponsors Avoiding the 3Cs
Friday Jul 11, 2025
Friday Jul 11, 2025
ARY ROSENBAUM talks about how 401(k) plan sponsors can avoid the 3Cs: cost, complacency, and control.

Friday Jul 04, 2025
#356: That One About Organizational Drift and Plan Providers
Friday Jul 04, 2025
Friday Jul 04, 2025
ARY ROSENBAUM talks about organizational drift and how that can be a problem for plan providers.

Friday Jun 27, 2025
#355: That One About Sign Of An Unhealthy 401(k) Plan
Friday Jun 27, 2025
Friday Jun 27, 2025
ARY ROSENBAUM talks about the top 10 signs for a plan sponsor that their 401(k) plan is unhealthy.

Friday Jun 20, 2025
Friday Jun 20, 2025
Ary Rosenbaum talks about what 401(k) plan sponsors need to do, to be on the right side of ERISA.

Friday Jun 13, 2025
#353: That One About Payroll Provider TPAs Redux
Friday Jun 13, 2025
Friday Jun 13, 2025
Ary Rosenbaum talks again about his annual article on payroll provider TPAs and why it's a mistake for 401(k) plan sponsors.

Friday Jun 06, 2025
#352: That One About Full Circle For 401(k) Plan Providers
Friday Jun 06, 2025
Friday Jun 06, 2025
Ary Rosenbaum talks about his new book, Full Circle (coming out June 9th) and lessons that can be learned for 401(k) plan providers.

Friday May 30, 2025
#351: That One About Big 401(k) Plan Sponsors Concerns
Friday May 30, 2025
Friday May 30, 2025
ARY ROSENBAUM talks about blg 401(k) plan sponsors concerns and talks about the next book, Full Circle, coming June 9th, as well as the events in Anaheim and Milwaukee.

Friday May 23, 2025
#350: That One About Why Plan Sponsors Should Be Concerned With AI
Friday May 23, 2025
Friday May 23, 2025
Ary Rosenbaum talks about the use of AI with 401(k) plans and the issues that plan sponsors should be concerned about.