That 401(k) Podcast

#81: That One About Coronavirus Concerns for Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about Coronavirus concerns for Plan Providers and how they can deal with a changing business environment.

Check out that401ksite.com for further information on That 401(k) Conference,

 

#80: That One About The Turd In The Punch Bowl

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the turd in the punch bowl and how opinions may rub people the wrong way in the retirement plan business.

Check out that401ksite.com for more information on That 401(k) Conference.

#79: That One About Ary's Two Cents for Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and hat401ksite.com) talks about his two cents for plan providers, based on almost 22 years as an ERISA attorney.

See that401ksite.com for further information on That 401(k) Conference.

#78: That One With Dan Harding from WealthPrime

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks with Dan Harding with WealthPrime concerning his career as a TPA as well as his new breakthrough plan design website.

Check out that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference.

#77: That One About What Plan Sponsors Need To Do About Cold Calling

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about what 401(k) plan sponsors have to do when they get cold calls from potential plan providers.

Check that401ksite.com for more information on That 401(k) National Conference and That 401(k) Conference in Houston, St. Louis, and Minneapolis.

 

#76: That One About Why 401(k) Plan Sponsors Can't Be Cheap

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the mistakes that 401(k) plan sponsors make when they are cheap.

Go to that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference,

#75: That One With Greg Reid of Q3 Asset Management

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks to Greg Reid of Q3 Asset Management about changes in the retirement plan business, Greg's approach to the business, and how to interact with participants.

Check out that401ksite.com for further information. 

#74: That One About SECURE Act Cheat Sheet For Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks again about the SECURE Act and how that will affect plan providers with tips on what they should concentrate on,

#73: That One About More Tips For Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some tips for plan providers in increasing their book of business.

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#72: That One About Organization For Plan Sponsors

 Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about why plan sponsors need to be organized and why plan providers should care.

Check out that401ksite.com for further information on That 401(k) Conference and That 401(k) National Conference.