That 401(k) Podcast
#76: That One About Why 401(k) Plan Sponsors Can’t Be Cheap

#76: That One About Why 401(k) Plan Sponsors Can’t Be Cheap

February 21, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the mistakes that 401(k) plan sponsors make when they are cheap.

Go to that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference,

#75: That One With Greg Reid of Q3 Asset Management

#75: That One With Greg Reid of Q3 Asset Management

February 14, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks to Greg Reid of Q3 Asset Management about changes in the retirement plan business, Greg's approach to the business, and how to interact with participants.

Check out that401ksite.com for further information. 

#74: That One About SECURE Act Cheat Sheet For Plan Providers

#74: That One About SECURE Act Cheat Sheet For Plan Providers

February 7, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks again about the SECURE Act and how that will affect plan providers with tips on what they should concentrate on,

#73: That One About More Tips For Plan Providers

#73: That One About More Tips For Plan Providers

January 31, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some tips for plan providers in increasing their book of business.

Check out that401ksite.com for further information

 

#72: That One About Organization For Plan Sponsors

#72: That One About Organization For Plan Sponsors

January 24, 2020

 Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about why plan sponsors need to be organized and why plan providers should care.

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

#71: That One About Aryisms/Tips on The Business and Life

#71: That One About Aryisms/Tips on The Business and Life

January 17, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about Aryisms, which is his sayings about the retirement plan business, law firms, and life.

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

#70 That One About MEPs and the SECURE Act

#70 That One About MEPs and the SECURE Act

January 10, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C.. and that401ksite.com) talks about the SECURE Act and what it does with multiple employer plans.

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

#69: That One About Current Plan Problems and Errors

#69: That One About Current Plan Problems and Errors

January 3, 2020

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some of the common errors that he's been correcting of late in his law practice

#68: That One Abut The SECURE Act

#68: That One Abut The SECURE Act

December 27, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about their views on the SECURE Act and the effect it will have on the retirement plan business.

#67 That One About A Special Holiday Episode

#67 That One About A Special Holiday Episode

December 20, 2019

Ary Rosenbaum talks about That 401(k) Conference in Arlington, Texas, That 401(k) National Conference, Star Wars, and the SECURE Act.

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