That 401(k) Podcast
#96: That One About Attitudes That Get Plan Sponsors Into Trouble

#96: That One About Attitudes That Get Plan Sponsors Into Trouble

July 10, 2020

Ary Rosenbaum talks about attitudes that are held by plan sponsors that will cause them harm.

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

#95: That One About Keeping Clients During This Pandemic

#95: That One About Keeping Clients During This Pandemic

July 3, 2020

Ary Rosenbaum talks about how plan providers can keep clients during these challenging times. 

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference 4.

#94: That One About Plan Sponsors Vetting TPA Referrals

#94: That One About Plan Sponsors Vetting TPA Referrals

June 26, 2020

Ary Rosenbaum talks about TPA referrals and why plan sponsors need to vet them.

Check that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference 4 on July 10th.

#93: That One About New 401(k) Guidance

#93: That One About New 401(k) Guidance

June 19, 2020

Ary Rosenbaum talks about some of the new DOL and IRS guidance that has been released during this pandemic.

Check out that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference.

#92: The One About The New E-Disclosure Rule

#92: The One About The New E-Disclosure Rule

June 12, 2020

Ary Rosenbaum talks about the new e-disclosure rule and the impact it will have on the retirement industry. 

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

#91: That One About How TPAs Can Compete With Payroll Provider TPAs

#91: That One About How TPAs Can Compete With Payroll Provider TPAs

June 5, 2020

Ary Rosenbaum talks about marketing ideas for how independent TPAs can deal with Payroll Provider TPAs.

Check out that401ksite.com for more information on That 401(k) Conference and some of our virtual events.

#90: That One About Payroll Provider TPAs (10th Anniversary Edition)

#90: That One About Payroll Provider TPAs (10th Anniversary Edition)

May 29, 2020

Ary Rosenbaum talks about Payroll Provider TPAs and the articles that helped grow his business when he went out on his own.

 

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

#89: That One About 401(k) Plan Sponsor Issues During This Coronavirus Pandemic

#89: That One About 401(k) Plan Sponsor Issues During This Coronavirus Pandemic

May 22, 2020

Ary Rosenbaum discusses some more plan sponsor concerns to consider during this Coronavirus Pandemic.

 

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#88 That One About Plan Sponsors Should Avoid Being A Mark

#88 That One About Plan Sponsors Should Avoid Being A Mark

May 15, 2020

Ary Rosenbaum talks about the steps that plan sponsor can take in avoid being a mark for trouble in their role as 401(k) plan fiduciaries. 

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#87: That One About Tips To Plan Providers During Turbulent Times

#87: That One About Tips To Plan Providers During Turbulent Times

May 8, 2020

Ary Rosenbaum talks about tips he has for plan providers during these turbulent times (the COVID-19 epidemic)

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

Sign up for That 401(k) Virtual Conference 3 on Friday, June 5th.

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