Episodes

Friday Jun 05, 2020
#91: That One About How TPAs Can Compete With Payroll Provider TPAs
Friday Jun 05, 2020
Friday Jun 05, 2020
Ary Rosenbaum talks about marketing ideas for how independent TPAs can deal with Payroll Provider TPAs.
Check out that401ksite.com for more information on That 401(k) Conference and some of our virtual events.

Friday May 29, 2020
#90: That One About Payroll Provider TPAs (10th Anniversary Edition)
Friday May 29, 2020
Friday May 29, 2020
Ary Rosenbaum talks about Payroll Provider TPAs and the articles that helped grow his business when he went out on his own.
Check that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference

Friday May 22, 2020
Friday May 22, 2020
Ary Rosenbaum discusses some more plan sponsor concerns to consider during this Coronavirus Pandemic.
Check that401ksite.com for further information.

Friday May 15, 2020
#88 That One About Plan Sponsors Should Avoid Being A Mark
Friday May 15, 2020
Friday May 15, 2020
Ary Rosenbaum talks about the steps that plan sponsor can take in avoid being a mark for trouble in their role as 401(k) plan fiduciaries.
Check that401ksite.com for further information.

Friday May 08, 2020
#87: That One About Tips To Plan Providers During Turbulent Times
Friday May 08, 2020
Friday May 08, 2020
Ary Rosenbaum talks about tips he has for plan providers during these turbulent times (the COVID-19 epidemic)
Check that401ksite.com for more information on That 401(k) Conference.
Sign up for That 401(k) Virtual Conference 3 on Friday, June 5th.

Friday May 01, 2020
#86: That One, 10 Years In
Friday May 01, 2020
Friday May 01, 2020
Ary Rosenbaum talks again about his experiences working at a semi-prestigious law firm and how that resulted in the creation of The Rosenbaum Law Firm, 10 years ago.
Check that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference 2

Friday Apr 24, 2020
#85: That One About Hell Being Paved With Good Intentions For Plan Sponsors
Friday Apr 24, 2020
Friday Apr 24, 2020
Ary Rosenbaum talks about how the road to hell is paved with good intentions for plan sponsors in their role as plan fiduciaries.
For more information on That 401(k) Conference, please check out that401ksite.com.

Wednesday Apr 15, 2020
#84: That One About Plan Document Problems
Wednesday Apr 15, 2020
Wednesday Apr 15, 2020
Ary Rosenbaum talks about the problems of plan documents, that could be costly to plan sponsors.
Check out that401ksite.com for more information on That 401(k) Conference.

Friday Apr 10, 2020
#83 That One About More Coronavirus Concerns for Plan Providers
Friday Apr 10, 2020
Friday Apr 10, 2020
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about more concerns for plan providers as it concerns the Coronavirus Concerns and the CARES Act.
Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference.

Friday Apr 03, 2020
#82: That One About The CARES Act
Friday Apr 03, 2020
Friday Apr 03, 2020
Ary Rosenbaum talks about the CARES Act and the provisions concerning retirement plans, as it relates to the coronavirus.
Check that401ksite.com for further information on That 401(k) Virtual Conference.