That 401(k) Podcast

#371: That One About The 2026 Catch Up Rule Change Being A Hot Mess

ARY ROSENBAUM talks about the upcoming 2026 Roth change and how it will be a hot mess, as Lucille Bluth would say.

#370: That One About 401(k) Plans Being An Employee Benefit

ARY ROSENBAUM, talks about how plan sponsors need to remind themselves that a 401(k) plan is an employee benefit.

#369: That One About Learning From Arrogant 401(k) Plan Providers

ARY ROSENBAUM talks about arrogant plan providers and what we can learn from their mistakes. He also talks about the Long Island concept of people selling fish from their car and wonders if that's just a Long Island thing.

#368: That One About The Trump Shuffle and 401(k) Plans

Ary Rosenbaum talks about some of the changes under the Trump Administration about 401(k) plans and how that impacts plan sponsors.

#367: That One About Plan Sponsor Compliance and Pro Wrestling

Ary Rosenbaum talks about 401(k) plan sponsor responsibilities and somehow references pro wrestling. 

#366: That One About Plan Forfeitures

Ary Rosenbaum talks about the use of 401(k) plan forfeitures and what plan sponsors need to do.

#365: That One About The Trump EO on Crypto and Private Equity For 401(k) Plan Providers

ARY ROSENBAUM talks about the Trump Executive Order on private equity and crypto in 401(kj plans and how that relates to plan providers.

#364: That One About A Plan Sponsor's Fidcuiary Checklist/ Just Push Play

Ary Rosenbaum talks about Aerosmith and fiduciary duties.

#363: That One About Mission Impossible For 401(k) Plan Sponsors

Ary Rosenbaum talks about the Mission Impossible movies and how plan sponsors can take their mission of being a plan fiduciary, and making it manageable and possible.

#362: That One About Plant Sponsors Having Misplaced Loyalty In 401(k) Plan Providers

Ary Rosenbaum talks about the problems of having misplaced loyalty in plan providers, and why it conflicts with a plan sponsor's duties.