That 401(k) Podcast

#219: That One About A Plan Sponsor’s Guide To Hire A Financial Advisor

Ary Rosenbaum (The Rosenbaum Law Firm) talks about what a plan sponsor needs to know in hiring a financial advisor.

 

National Virtual Conference is January 26-27

Oakland is April 14th

Detroit is May 3rd

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#218: That One About 401(k) Problems Looking For Solutions

Ary Rosenbaum talks about 401(k) plan sponsors picking solutions that just invite problems.

 

Oakland has been booked for That 401(k) Conference on Friday, April 14. Detroit is Wednesday, May 3rd. That 401(k) National Virtual Conference is January 26-27. Just $2.23 to be a part of the national virtual event.

 

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

#217: That One About My Unfiltered 401(k) Views

Ary Rosenbaum talks about his unfiltered views about what is going on in the retirement plan marketplace.

 

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#216: That One About 401(k) Errors That Should Require A Plan Provider Change

Ary Rosenbaum talks about the errors in a 401(k) plan that plan sponsors should use as a reason to fire a plan provider.

 

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#215: That One About What Plan Sponsor’s Guide To Hiring A Financial Advisor

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what plan sponsors need to know when hiring a financial advisor.

 

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

#214: That One About Behaviors That Plan SponsorsShould Avoid With Their Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about behaviors that plan sponsors should avoid with 401(k) plan providers.

 

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#213: The Laurita Rules for Plan Providers

Ary Rosenbaum talks about the late great Rich Laurita and the lessons he learned from the greatest TPA salesperson he ever knew.

 

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#212: That One About 401(k) Plan Notices

Ary Rosenbaum talks about required 401(k) plan notices and the headaches that ensue.

 

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#211: That One About Concepts That 401(k) Plan Sponsors Aren’t Aware Of

Ary Rosenbaum talks about some of the concepts that 401(k) plan sponsors aren't aware of.

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#210: That One About How Good Retirement Plans Don’t Happen By Accident

Ary Rosenbaum talks about how good retirement plans don't happen by accident or fall out of a tree.

 

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