Episodes
6 days ago
6 days ago
Ary Rosenbaum talks about how small plan (SEP, SIMPLE) sponsors should consider joining a PEP.
Friday Nov 08, 2024
#322: That One About The Telling The Truth As A 401(k) Plan Provider
Friday Nov 08, 2024
Friday Nov 08, 2024
Ary Rosenbaum talks about telling the truth as a 401(k) plan provider and why that is necessary. Check that401ksite.com on further information on all out events.
Friday Nov 01, 2024
#321: That One What 401(k) Plan Providers Never Tell Plan Sponsors
Friday Nov 01, 2024
Friday Nov 01, 2024
Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about.
Friday Oct 25, 2024
#320: That One About Scams and Cons That Plan Sponsors Should Avoid
Friday Oct 25, 2024
Friday Oct 25, 2024
Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.
Friday Oct 18, 2024
#319: That One About SDBAs giving Plan Sponsors A Good Headache
Friday Oct 18, 2024
Friday Oct 18, 2024
Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.
Friday Oct 11, 2024
#318: That One About Having No Surprises for IRS Audits
Friday Oct 11, 2024
Friday Oct 11, 2024
Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.
Friday Oct 04, 2024
#317: That One About Consolidation As A Plan Provider
Friday Oct 04, 2024
Friday Oct 04, 2024
Ary Rosenbaum talks about consolidation in the retirement plan business and what a plan provider has to do.
Friday May 17, 2024
#297: That One About How Plan Sponsors Can Fix Their Plan On The Cheap
Friday May 17, 2024
Friday May 17, 2024
Being thrifty is something plan sponsors would like to do.
Ary Rosenbaum talks about how plan sponsors can fix their 401(k) plans on the cheap.
Friday May 10, 2024
#296: That One About Too Many Choices for 401(k) Plan Sponsors
Friday May 10, 2024
Friday May 10, 2024
Ary Rosenbaum talks about the many choices that 401(k) plan sponsors have for their 401(k) plan.
Friday May 03, 2024
#295: That One About Plan Provider Behaviors You Should Curb
Friday May 03, 2024
Friday May 03, 2024
Ary Rosenbaum talks about Curb Your Enthusiasm and the bad plan provider behaviors you need to curb.