That 401(k) Podcast
#176: That One About Plan Sponsors Needing A Retirement Plan Dentist

#176: That One About Plan Sponsors Needing A Retirement Plan Dentist

January 21, 2022

Ary Rosenbaum talks about how plan sponsors need a retirement plan dentist to fix things with a plan in a pro-active manner.

 

#175: That One About The Perilous Move From One 401(k) TPA to Another

#175: That One About The Perilous Move From One 401(k) TPA to Another

January 11, 2022

Ary Rosenbaum (The Rosenbaum Law Firm) talks about the perilous move that plan sponsors can make when they switch TPAs.

 

Check that401ksite.com for further information on all our live events including Las Vegas next week on January 21.

#174: That One About Marketing Your Plan Provider Business On A Shoestring

#174: That One About Marketing Your Plan Provider Business On A Shoestring

January 7, 2022

Ary Rosenbaum talks about how you can market your business on a shoestring.

 

Check out that401ksite.com for all our live events.

#173: That One About Avoiding The Rule That Will Cause Plan Sponsors Trouble

#173: That One About Avoiding The Rule That Will Cause Plan Sponsors Trouble

December 31, 2021

Ary Rosenbaum talks about all the mistakes that plan sponsors are unaware of, that leads them down a bad path with a lot of mistakes.

#172: That One About Routine Errors That Get Plan Sponsors In Trouble

#172: That One About Routine Errors That Get Plan Sponsors In Trouble

December 24, 2021

Ary Rosenbaum talks about all the routine errors that get 401(k) plan providers in trouble.

 

#171: That One About IRS/DOL Audits

#171: That One About IRS/DOL Audits

December 17, 2021

Ary Rosenbaum talks about plan audits by the DOL and IRS and the mistakes that plan sponsors make.

 

Check that401ksite.com for further information on all our live and virtual events.

#170: That One About The Need To Hire The Right TPA

#170: That One About The Need To Hire The Right TPA

December 10, 2021

Ary Rosenbaum talks about the need for plan sponsors to hire the right TPA firm to avoid a great headache.

 

Check out that401ksite.com for information on all our live events.

#169: That One Dealing With The 800 Pound Gorilla Plan Providers In The Room

#169: That One Dealing With The 800 Pound Gorilla Plan Providers In The Room

December 3, 2021

Ary Rosenbaum talks about how plan providers can deal with the Mega TPA and RIA firms as there is further consolidation in this business.

 

Check out that401ksite.com for further information on all our live events. 

#168: That One About Secrets of the 401(k) Business Exposed

#168: That One About Secrets of the 401(k) Business Exposed

November 26, 2021

Ary Rosenbaum talks about secrets of the retirement plan business that 401(k) plan sponsors may not be aware of.

 

Check out that401ksite.com for further information on all our events

January 21 Las Vegas

January 27-28 Virtual

April 8 Phoenix

June 24 Miami

October 14 Charlotte

#167: That One About Plan Sponsors‘ Misconceptions About Fee Disclosure

#167: That One About Plan Sponsors‘ Misconceptions About Fee Disclosure

November 19, 2021

Ary Rosenbaum talks about the many misconceptions out there about fee disclosure regulations. 

 

Check that401ksite.com for further information on all our live events.

Podbean App

Play this podcast on Podbean App