That 401(k) Podcast

#95: That One About Keeping Clients During This Pandemic

Ary Rosenbaum talks about how plan providers can keep clients during these challenging times. 

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference 4.

#94: That One About Plan Sponsors Vetting TPA Referrals

Ary Rosenbaum talks about TPA referrals and why plan sponsors need to vet them.

Check that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference 4 on July 10th.

#93: That One About New 401(k) Guidance

Ary Rosenbaum talks about some of the new DOL and IRS guidance that has been released during this pandemic.

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

#92: The One About The New E-Disclosure Rule

Ary Rosenbaum talks about the new e-disclosure rule and the impact it will have on the retirement industry. 

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

#91: That One About How TPAs Can Compete With Payroll Provider TPAs

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.

#90: That One About Payroll Provider TPAs (10th Anniversary Edition)

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

#89: That One About 401(k) Plan Sponsor Issues During This Coronavirus Pandemic

Ary Rosenbaum discusses some more plan sponsor concerns to consider during this Coronavirus Pandemic.

 

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#88 That One About Plan Sponsors Should Avoid Being A Mark

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. 

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#87: That One About Tips To Plan Providers During Turbulent Times

Ary Rosenbaum talks about tips he has for plan providers during these turbulent times (the COVID-19 epidemic)

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Sign up for That 401(k) Virtual Conference 3 on Friday, June 5th.

#86: That One, 10 Years In

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