That 401(k) Podcast
#158: That One About The Rules Of 401(k) Plan Provider Engagement

#158: That One About The Rules Of 401(k) Plan Provider Engagement

September 17, 2021

Ary Rosenbaum (The Rosenbaum Law Firm) talks about the rules of 401(k) plan provider engagement for plan sponsors.

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

#157: That One About 401(k) Ideas That Look Great On Paper, But Awful In Practice

#157: That One About 401(k) Ideas That Look Great On Paper, But Awful In Practice

September 9, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about great 401(k) ideas that are awful in practice.

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

#156: The One About Not Being Like These 401(k) Plan Providers

#156: The One About Not Being Like These 401(k) Plan Providers

September 3, 2021

Ary Rosenbaum "spills the tea" on the unprofessionalism of some retirement plan providers to illustrate how you shouldn't act like other plan providers.

 

Check that401ksite.com on more information on all our events including That 401(k) Conference in St. Louis, next week, on Friday, September 10th,

#155: That One About How 401(k) Plan Sponsors Need To Sweat The Small Stuff

#155: That One About How 401(k) Plan Sponsors Need To Sweat The Small Stuff

August 27, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how 401(k) plan sponsors really need to sweat the small stuff.

 

Check out that401ksite.com for further information on all our events.

That 401(k) Conference will be live in St Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.

Las Vegas event will be held on Friday, January 21, 2022.

#154: That One About Organizational Skills For 401(k) Plan Sponsors

#154: That One About Organizational Skills For 401(k) Plan Sponsors

August 20, 2021

Ary Rosenbaum talks about the need for 401(k) plan sponsors to be organized and what they need to do, to be organized.

 

Check that401ksite.com for our live events in St. Louis, Minneapolis, Houston, and Las Vegas.

#153: That One About How Plan Sponsors Can Maximize Their Contributions

#153: That One About How Plan Sponsors Can Maximize Their Contributions

August 13, 2021

Ary Rosenbaum talks about how retirement plan sponsors can maximize their contributions and tax deductions through plan design tools and different retirement plans.

Check that401ksite.com on information on all of our events including That 401(k) Conference in St. Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.

#152: That One About How An Advisor Can Start Or Grow Their 401(k) Business

#152: That One About How An Advisor Can Start Or Grow Their 401(k) Business

August 6, 2021

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how financial advisors an help start or grow their 401(k) business.

 

Check out that401ksite.com for more information on our live events this September in St. Louis, Minneapolis, and Houston.

#151: That One About Some Unpleasent Facts For 401(k) Plan Sponsors

#151: That One About Some Unpleasent Facts For 401(k) Plan Sponsors

July 30, 2021

Ary Rosenbaum talks about some unpleasant facts for 401(k) plan sponsors and a discussion about the movie Airplane!

 

Check that401ksite.com for information on our live events

 

That 401(k) Conference in St. Louis is Friday, September 10

That 401(k) Conference in Minneapolis is Friday, September 24

That 401(k) Conference in Houston is Wednesday, September 29

#150: That One About The Mistakes In Hiring 401(k) Plan Providers

#150: That One About The Mistakes In Hiring 401(k) Plan Providers

July 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 

#149: That One About Mid-2021 Update for 401(k)Plans

#149: That One About Mid-2021 Update for 401(k)Plans

July 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.

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