Episodes

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.

Friday Jul 02, 2021
#147: That One With Thinking Differently As A Retirement Plan Provider
Friday Jul 02, 2021
Friday Jul 02, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how retirement plan providers can think differently, as well as how pro wrestling can give you ideas as a retirement plan provider.
Go to that401ksite.com for more information on all our live events, including That 401(k) Networking Event and Mets Game on July 28th at CitiField.

Friday Jun 25, 2021
#146: That One About Plan Provider Gimmicks
Friday Jun 25, 2021
Friday Jun 25, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about plan provider gimmicks and what 401(k) plan sponsors need to delineate between stuff and fluff.
Check out that401ksite.com for more information on all our live events including a Mets game on July 28th and That 401(k) Conference returning live in St. Louis, Minneapolis, and Houston this September.

Friday Jun 18, 2021
#145: That One About A 401(k) Plan's IPS
Friday Jun 18, 2021
Friday Jun 18, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) breaks down on what an Investment Policy Statement is and what it's not.
Check that401ksite.com on all our live events including a Mets game on July 28.

Friday Jun 11, 2021
#144: That One About The Payroll Provider TPA Articles
Friday Jun 11, 2021
Friday Jun 11, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the genesis and history of his payroll provider 401(k) articles as he releases the 12th edition of it.
Check that401ksite.com for further information on all our live events.

Friday Jun 04, 2021
#143: That One About Dying Organizations
Friday Jun 04, 2021
Friday Jun 04, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about dying organizations and the common threads that plan providers should avoid.
Check out that401ksite.com for further information on all our live events including a Networking Event on Wednesday, July 28th at Citi Field.

Friday May 28, 2021
#142: That One About Why 401(k) Plan Sponsors Need To Care About Their Plan
Friday May 28, 2021
Friday May 28, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the reasons why 401(k) plan sponsors need to care about their plan and discussions of the 1996 movie, The Fan.
Check out that401ksite.com for more information on all our live events.

Friday May 21, 2021
#141: That One About Substitutions That 401(k) Plan Sponsors Can't Make
Friday May 21, 2021
Friday May 21, 2021
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about substitutions that 401(k) plan sponsors can't afford to make.
Check out that401ksite.com for more information on our events in St. Louis on Friday, September 10, Minneapolis on Friday, September 24th, and Houston on Wednesday, September 29th.