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Episodes
Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.
Episodes

Oct 21, 2022
Oct 21, 2022
26 min
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what plan sponsors need to know when hiring a financial advisor.
Check out that401ksite.com for further information on all our live events.

Oct 14, 2022
Oct 14, 2022
28 min
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about behaviors that plan sponsors should avoid with 401(k) plan providers.
Check that401ksite.com for further information on all our live events,

Oct 7, 2022
Oct 7, 2022
27 min
Ary Rosenbaum talks about the late great Rich Laurita and the lessons he learned from the greatest TPA salesperson he ever knew.
Check that401ksite.com for further information on all our live events.

Sep 30, 2022
Sep 30, 2022
21 min
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.

Sep 23, 2022
Sep 23, 2022
22 min
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.

Sep 16, 2022
Sep 16, 2022
22 min
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.

Sep 9, 2022
Sep 9, 2022
22 min
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.

Sep 2, 2022
Sep 2, 2022
20 min
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.

Aug 26, 2022
Aug 26, 2022
22 min
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.

Aug 19, 2022
Aug 19, 2022
16 min
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.
