Episodes
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Friday Dec 13, 2024
#327: That One About Saying No As A 401(k) Plan Sponsor
Friday Dec 13, 2024
Friday Dec 13, 2024
Ary Rosenbaum talks about when you have to say no as a 401(k) plan sponsor.
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Friday Dec 06, 2024
#326: That One About How Plan Providers Should Deal With Employees
Friday Dec 06, 2024
Friday Dec 06, 2024
Ary Rosenbaum talks about how 401(k) plan providers should deal with their employees.
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Friday Nov 29, 2024
#325: That One About End Of Year Tips For 401(k) Plan Sponsors
Friday Nov 29, 2024
Friday Nov 29, 2024
With December right around the corner, Ary Rosenbaum talks about tips for 401(k) plan sponsors as 2025 rolls around.
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Friday Nov 22, 2024
#324: That One About Dealing With Former Employees
Friday Nov 22, 2024
Friday Nov 22, 2024
Ary Rosenbaum brings up 401(k) plans and the issues dealing with former employees.
Check that401ksite.com for further information on all our events.
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Friday Nov 15, 2024
#323: That One About Small Plan Sponsors Should Consider A PEP
Friday Nov 15, 2024
Friday Nov 15, 2024
Ary Rosenbaum talks about how small plan (SEP, SIMPLE) sponsors should consider joining a PEP.

Friday Nov 08, 2024
#322: That One About The Telling The Truth As A 401(k) Plan Provider
Friday Nov 08, 2024
Friday Nov 08, 2024
Ary Rosenbaum talks about telling the truth as a 401(k) plan provider and why that is necessary. Check that401ksite.com on further information on all out events.
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Friday Nov 01, 2024
#321: That One What 401(k) Plan Providers Never Tell Plan Sponsors
Friday Nov 01, 2024
Friday Nov 01, 2024
Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about.

Friday Oct 25, 2024
#320: That One About Scams and Cons That Plan Sponsors Should Avoid
Friday Oct 25, 2024
Friday Oct 25, 2024
Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.
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Friday Oct 18, 2024
#319: That One About SDBAs giving Plan Sponsors A Good Headache
Friday Oct 18, 2024
Friday Oct 18, 2024
Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.
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Friday Oct 11, 2024
#318: That One About Having No Surprises for IRS Audits
Friday Oct 11, 2024
Friday Oct 11, 2024
Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.