Episodes

Friday Feb 18, 2022
#180: The Pet Peeves About Being A 401(k) Plan Sponsor
Friday Feb 18, 2022
Friday Feb 18, 2022
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the pet peeves of being a 401(k) plan sponsor, while losing his train of thought when an advisor calls for advice.
Check that401ksite.com for more information on all our live events.

Friday Feb 11, 2022
#179: What Plan Sponsors Can Do If Their Plan Provider is Breaking Bad
Friday Feb 11, 2022
Friday Feb 11, 2022
Ary Rosenbaum (The Rosenbaum Law Firm) talks about signs and concerns when a plan provider breaks bad and what plan sponsors can do to minimize the liability risk.
Check out that401ksite.com for more information on all our live events.

Friday Feb 04, 2022
#178: That One About The Don’ts of Being a Plan Provider
Friday Feb 04, 2022
Friday Feb 04, 2022
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about behaviors you shouldn't be doing as a retirement plan provider.
Check out that401ksite.com for more information on all our event, including That 401(k) Conference in Phoenix, on Friday, April 8th.

Friday Jan 28, 2022
#177: That One About Small Retirement Plans
Friday Jan 28, 2022
Friday Jan 28, 2022
Ary Rosenbaum talks about the small retirement plans out there (SEP and SIMPLEs) and the costs involved for "free" small business retirement plans.

Friday Jan 21, 2022
#176: That One About Plan Sponsors Needing A Retirement Plan Dentist
Friday Jan 21, 2022
Friday Jan 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.

Tuesday Jan 11, 2022
#175: That One About The Perilous Move From One 401(k) TPA to Another
Tuesday Jan 11, 2022
Tuesday Jan 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.

Friday Jan 07, 2022
#174: That One About Marketing Your Plan Provider Business On A Shoestring
Friday Jan 07, 2022
Friday Jan 07, 2022
Ary Rosenbaum talks about how you can market your business on a shoestring.
Check out that401ksite.com for all our live events.

Friday Dec 31, 2021
#173: That One About Avoiding The Rule That Will Cause Plan Sponsors Trouble
Friday Dec 31, 2021
Friday Dec 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.

Friday Dec 24, 2021
#172: That One About Routine Errors That Get Plan Sponsors In Trouble
Friday Dec 24, 2021
Friday Dec 24, 2021
Ary Rosenbaum talks about all the routine errors that get 401(k) plan providers in trouble.

Friday Dec 17, 2021
#171: That One About IRS/DOL Audits
Friday Dec 17, 2021
Friday Dec 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.