Episodes

Thursday Sep 09, 2021
#157: That One About 401(k) Ideas That Look Great On Paper, But Awful In Practice
Thursday Sep 09, 2021
Thursday Sep 09, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about great 401(k) ideas that are awful in practice.
Check that401ksite.com for further information on all our live events.

Friday Sep 03, 2021
#156: The One About Not Being Like These 401(k) Plan Providers
Friday Sep 03, 2021
Friday Sep 03, 2021
Ary Rosenbaum "spills the tea" on the unprofessionalism of some retirement plan providers to illustrate how you shouldn't act like other plan providers.
Check that401ksite.com on more information on all our events including That 401(k) Conference in St. Louis, next week, on Friday, September 10th,

Friday Aug 27, 2021
#155: That One About How 401(k) Plan Sponsors Need To Sweat The Small Stuff
Friday Aug 27, 2021
Friday Aug 27, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how 401(k) plan sponsors really need to sweat the small stuff.
Check out that401ksite.com for further information on all our events.
That 401(k) Conference will be live in St Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.
Las Vegas event will be held on Friday, January 21, 2022.

Friday Aug 20, 2021
#154: That One About Organizational Skills For 401(k) Plan Sponsors
Friday Aug 20, 2021
Friday Aug 20, 2021
Ary Rosenbaum talks about the need for 401(k) plan sponsors to be organized and what they need to do, to be organized.
Check that401ksite.com for our live events in St. Louis, Minneapolis, Houston, and Las Vegas.

Friday Aug 13, 2021
#153: That One About How Plan Sponsors Can Maximize Their Contributions
Friday Aug 13, 2021
Friday Aug 13, 2021
Ary Rosenbaum talks about how retirement plan sponsors can maximize their contributions and tax deductions through plan design tools and different retirement plans.
Check that401ksite.com on information on all of our events including That 401(k) Conference in St. Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.

Friday Aug 06, 2021
#152: That One About How An Advisor Can Start Or Grow Their 401(k) Business
Friday Aug 06, 2021
Friday Aug 06, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how financial advisors an help start or grow their 401(k) business.
Check out that401ksite.com for more information on our live events this September in St. Louis, Minneapolis, and Houston.

Friday Jul 30, 2021
#151: That One About Some Unpleasent Facts For 401(k) Plan Sponsors
Friday Jul 30, 2021
Friday Jul 30, 2021
Ary Rosenbaum talks about some unpleasant facts for 401(k) plan sponsors and a discussion about the movie Airplane!
Check that401ksite.com for information on our live events
That 401(k) Conference in St. Louis is Friday, September 10
That 401(k) Conference in Minneapolis is Friday, September 24
That 401(k) Conference in Houston is Wednesday, September 29

Friday Jul 23, 2021
#150: That One About The Mistakes In Hiring 401(k) Plan Providers
Friday Jul 23, 2021
Friday Jul 23, 2021
Ary Rosenbaum talks about the mistakes that plan sponsors make in hiring 401(k) plan providers.
Go to that401ksite.com on further information about That 401(k) Conference events that will take place in September

Friday Jul 16, 2021
#149: That One About Mid-2021 Update for 401(k)Plans
Friday Jul 16, 2021
Friday Jul 16, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about all the changes going on in the 401(k) business that will affect plan sponsors as we are in the second part of 2021.
Check that401ksite.com for further information on all our live events.

Friday Jul 09, 2021
#148: That One About 401(k) Plan Sponsors Needing To Be Proactive
Friday Jul 09, 2021
Friday Jul 09, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the need for 401(k) plan sponsors to be pro-active, rather than reactive.