Episodes

Friday Sep 30, 2022
#212: That One About 401(k) Plan Notices
Friday Sep 30, 2022
Friday Sep 30, 2022
Ary Rosenbaum talks about required 401(k) plan notices and the headaches that ensue.
Check that401ksite.com for further information on all our live and virtual events.

Friday Sep 23, 2022
#211: That One About Concepts That 401(k) Plan Sponsors Aren’t Aware Of
Friday Sep 23, 2022
Friday Sep 23, 2022
Ary Rosenbaum talks about some of the concepts that 401(k) plan sponsors aren't aware of.
Check that401ksite.com for further information on all our live events.

Friday Sep 16, 2022
#210: That One About How Good Retirement Plans Don’t Happen By Accident
Friday Sep 16, 2022
Friday Sep 16, 2022
Ary Rosenbaum talks about how good retirement plans don't happen by accident or fall out of a tree.
Go to that401ksite.com for further information on all our live events.

Friday Sep 09, 2022
#209: Behaviors Plan Sponsors Should Avoid With 401(k) Plan Providers
Friday Sep 09, 2022
Friday Sep 09, 2022
Ary Rosenbaum talks about behaviors that plan sponsors should avoid in dealing with 401(k) plan providers.
Check out that401ksite.com about all our live events.

Friday Sep 02, 2022
#208: That One About How Advisors Lose Clients In A Flash
Friday Sep 02, 2022
Friday Sep 02, 2022
Ary Rosenbaum talks about how advisors can lose clients in a flash.
Check that401ksite.com for information on all our events including Seattle next week.

Friday Aug 26, 2022
#207: That One About Retirement Plan Commitees
Friday Aug 26, 2022
Friday Aug 26, 2022
Ary Rosenbaum is talking all about retirement plan committees and what needs to be done for plan sponsors in creating them and managing them effectively.
Of course, Ary jokes about his committee experiences from his past.
Check that401ksite.com for information on all our live events. Seattle is Friday, September 9th.

Friday Aug 19, 2022
#206: That One About 401(k) Plan Provisions To Tinker With
Friday Aug 19, 2022
Friday Aug 19, 2022
Ary Rosenbaum talks about the plan provisions within a 401(k) plan that might be worth, tinkering with.
Check that401ksite.com for further information on all our live events.

Friday Aug 12, 2022
#205: That One About What Plan Sponsors Should Do When The Markets Go South
Friday Aug 12, 2022
Friday Aug 12, 2022
Ary Rosenbaum talks about what 401(k) plan sponsors need to do when the stock market goes south.
Check out that401ksite.com for further information on all our live events including Seattle on Friday, September 9th.

Friday Aug 05, 2022
#204: That One About Mistakes That 401(k) Plan Providers Can Avoid Now
Friday Aug 05, 2022
Friday Aug 05, 2022
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about simple mistakes in business that 401(k) plan providers can avoid now.
Check that401ksite.com for further information on all our live events.

Friday Jul 29, 2022
#203: That One About Great 401(k) Features That Cause Headaches
Friday Jul 29, 2022
Friday Jul 29, 2022
Ary Rosenbaum talks about great 401(k) features that can give plan sponsors huge headaches on the compliance end.
Check out that401ksite.com for further information on all our needs.
