That 401(k) Podcast

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

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

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

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

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.

#148: That One About 401(k) Plan Sponsors Needing To Be Proactive

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the need for 401(k) plan sponsors to be pro-active, rather than reactive.

#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.