That 401(k) Podcast
#123: That One About Plan Sponsors Needing To Tailor Their 401(k) Plan

#123: That One About Plan Sponsors Needing To Tailor Their 401(k) Plan

January 15, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about when plan sponsors need to tailor their 401(k) plan to their needs.

 

Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.

#122: That One About Becoming An Elite Plan Provider

#122: That One About Becoming An Elite Plan Provider

January 8, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how plan providers can be elite providers.

 

Go to that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.

#121:That One About When A 401(k) Plan Sponsor Should Fire Their Advisor

#121:That One About When A 401(k) Plan Sponsor Should Fire Their Advisor

January 1, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about when a 401(k) plan sponsor should fire their advisor.

Check that401ksite.com for further information on That 401(k) National Virtual Conference on January 21-22, 2021.

#120: That One About 401(k) Practices That Annoy Ary

#120: That One About 401(k) Practices That Annoy Ary

December 25, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) takes a Curb Your Enthusiasm approach to 401(k) industry rules, practices, and habits that annoy him. 

#119: That One About The Cycle 3 Restatement Process

#119: That One About The Cycle 3 Restatement Process

December 18, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the Cycle 3 Restatement Process and the impact on plan sponsors.

Check that401ksite.com for further information on That 401(k) National Virtual Conference on January 21-22, 2021.

#118: That One About Better Choices For 401(k) Plan Provisions

#118: That One About Better Choices For 401(k) Plan Provisions

December 11, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about his ideas for what makes better 401(k) plan provisions.

 

Go to that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.

#117: That One About Big Concepts That 401(k) Plan Providers Forget

#117: That One About Big Concepts That 401(k) Plan Providers Forget

December 4, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the big concepts that 401(k) plan providers forget about.

 

Check out that401ksite.com for more information on That 401(k) National Virtual Conference.

#116: That One About Stuff That Won’t Help A Plan Sponsors Limit Their Liability

#116: That One About Stuff That Won’t Help A Plan Sponsors Limit Their Liability

November 27, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) discusses stuff that won't help a retirement sponsor limit their liability that everyone thinks might offer them a layer of protection.

Check that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.

#115: That One Where 401(k) Plan Sponsors Need To Fire Their TPA

#115: That One Where 401(k) Plan Sponsors Need To Fire Their TPA

November 20, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the instances where a 401(k) plan sponsor needs to fire their TPA.

 

Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.

#114: That One About Real and Exaggerated Threats to 401(k) Plan Sponsors

#114: That One About Real and Exaggerated Threats to 401(k) Plan Sponsors

November 13, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the real and exaggerated threats to 401(k) plan sponsors.

Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021. 

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