That 401(k) Podcast

#252: That One About How 401(k) Enrollment Meetings Can Be Better Than Funerals

Ary Rosenbaum gives his ideas on how 401(k) enrollment meetings can be more interesting than funerals.

#251: That One About When Things Don’t Look Right

Ary Rosenbaum talks about when things don't look right for the 401(k) plan and how that might spell trouble for the plan sponsor.

 

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#250: That One About Divorcing Your TPA

Ary Rosenbaum talks about when plan sponsors divorce their TPA by firing them, and how personal it might get.

#249: That One About Payroll Provider TPAs

Ary Rosenbaum talks about his opinion on payroll provider TPAs and the issues of expressing opinions that trouble people.

#248: That One About Financial Advisors Preparing Those 401(k) Client Meetings

Ary Rosenbaum talks about how financial advisors can prepare for those 401(k) potential client meetings for that sale.

#247: That One About These Small Things That 401(k) Plan Sponsors Shouldn’t Neglect

Ary Rosenbaum talks about these small things, an allusion to Passover and things that 401(k) plan sponsors shouldn't forget.

#246: That One About 401(k) Plan Provisions That Are Great Ideas

Ary Rosenbaum talks about his ideas of a 401(k) plan provisions that plan sponsors should add.

#245: That One About Plan Provider Marketing Traps That 401(k) Sponsors Should Avoid

Ary Rosenbaum is talking about plan provider marketing traps that 401(k) plan sponsors shouldn't fall for.

#244: That One About Self Directed Brokerage Accounts

Ary talks about self directed brokerage accounts and his issues with them within a 401(k) plan.

#243: That One About Plan Provider Mistakes To Avoid With Their New 401(k) Idea

Ary Rosenbaum talks about mistakes that plan provider should avoid with their new 401(k) product, service, or idea.