That 401(k) Podcast

#147: That One With Thinking Differently As A Retirement Plan Provider

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.

#146: That One About Plan Provider Gimmicks

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.

#145: That One About A 401(k) Plan's IPS

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.

#144: That One About The Payroll Provider TPA Articles

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.

#143: That One About Dying Organizations

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.

#142: That One About Why 401(k) Plan Sponsors Need To Care About Their Plan

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.

#141: That One About Substitutions That 401(k) Plan Sponsors Can't Make

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.

#140: That One About The Long Term Effects of COVID on 401(k) Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the long term effect of COVID on 401(k) Plan Providers, after the pandemic finally ends.

Check that401ksite.com for further information on all our virtual and live events. 

Episode #139: That One About The Problems of 401(k) Plan Provider Contracts

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the problems of plan provider contracts and the issues surrounding them.

 

Check that401ksite.com for more information on our virtual and live events.

#138: That One About Good Retirement Plans Not Happening By Accident

Ary Rosenbaum (The Rosenbaum Law Firm) talks about how good retirement plans don't just happen by accident.

 

Check that401ksite.com for further information on all our live and virtual events.