Episodes

Friday Mar 03, 2023
#234: That One About Out Of The Box Ideas For Plan Providers
Friday Mar 03, 2023
Friday Mar 03, 2023
Ary Rosenbaum talks about some of his out of the box ideas for retirement plan providers.

Friday Feb 24, 2023
#233: That One About Independent ERISA Attorneys
Friday Feb 24, 2023
Friday Feb 24, 2023
Ary Rosenbaum talks about the value of an independent ERISA attorneys, as well as an update on our live events.

Friday Feb 17, 2023
#232: That One About Major Plan Disasters
Friday Feb 17, 2023
Friday Feb 17, 2023
Ary Rosenbaum talks about retirement plan disasters he's been involved with, and what plan sponsors can learn from it.
Check that401ksite.com for further information on all our events including Oakland and Detroit.

Friday Feb 10, 2023
#231: That One About The K.I.S.S. Theory and Plan Options
Friday Feb 10, 2023
Friday Feb 10, 2023
Ary Rosenbaum talks about the K.I.S.S. theory and how it pertains to plan options for the 401(k) plan.
Check out that401ksite.com for further information on all our live events.

Friday Feb 03, 2023
#230: That One About SECURE 2.0 for Plan Providers
Friday Feb 03, 2023
Friday Feb 03, 2023
Ary Rosenbaum talks about SECURE 2.0 and the provisions that might impact and interest 401(k) plan providers.

Friday Jan 27, 2023
#229: That One About Plan Sponsors Encouraging Participants To Defer
Friday Jan 27, 2023
Friday Jan 27, 2023
Ary Rosenbaum talks about the way that 401(k) Plan Sponsors can encourage plan participants to defer in a 401(k) plan.

Friday Jan 20, 2023
#228: That One On 401(k) Options To Pass
Friday Jan 20, 2023
Friday Jan 20, 2023
Ary Rosenbaum talks about Family Feud and passing on 401(k) plan sponsor options.

Friday Jan 13, 2023
#227: That One About SECURE 2.0 forPlan Sponsors
Friday Jan 13, 2023
Friday Jan 13, 2023
Ary Rosenbaum talks about SECURE 2.0 and the ramifications for plan sponsors of 401(k) plans.

Friday Jan 06, 2023
#226: That One About Bad Plan Provider Behaviors You Shouldn’t Emulate
Friday Jan 06, 2023
Friday Jan 06, 2023
Ary Rosenbaum talks about bad plan provider behaviors and why plan providers shouldn't emulate them.
Check that401ksite.com for more information on all our live events.

Friday Dec 30, 2022
#225: That One About New Years Resolutions For Plan Sponsors
Friday Dec 30, 2022
Friday Dec 30, 2022
Ary Rosenbaum talks about New Year's Resolutions for 401(k) Plan sponsors and what they can do to limit their liability.
Check that401ksite.com for more information on all our live events.
