Episodes

Friday Sep 12, 2025
#366: That One About Plan Forfeitures
Friday Sep 12, 2025
Friday Sep 12, 2025
Ary Rosenbaum talks about the use of 401(k) plan forfeitures and what plan sponsors need to do.

Friday Sep 05, 2025
Friday Sep 05, 2025
ARY ROSENBAUM talks about the Trump Executive Order on private equity and crypto in 401(kj plans and how that relates to plan providers.

Friday Aug 29, 2025
#364: That One About A Plan Sponsor's Fidcuiary Checklist/ Just Push Play
Friday Aug 29, 2025
Friday Aug 29, 2025
Ary Rosenbaum talks about Aerosmith and fiduciary duties.

Friday Aug 22, 2025
#363: That One About Mission Impossible For 401(k) Plan Sponsors
Friday Aug 22, 2025
Friday Aug 22, 2025
Ary Rosenbaum talks about the Mission Impossible movies and how plan sponsors can take their mission of being a plan fiduciary, and making it manageable and possible.

Friday Aug 15, 2025
Friday Aug 15, 2025
Ary Rosenbaum talks about the problems of having misplaced loyalty in plan providers, and why it conflicts with a plan sponsor's duties.

Friday Aug 08, 2025
#361: That One About Tips For 401(k) Plan Providers
Friday Aug 08, 2025
Friday Aug 08, 2025
Ary Rosenbaum talks about tips he has for 401(k) plan providers.

Friday Aug 01, 2025
Friday Aug 01, 2025
ARY ROSENBAUM talks about absurd things about 401(k) plans that most plan sponsors don't know about.
Check 401ksite.com for further info on That 401(k) Conference in Milwaukee.

Friday Jul 25, 2025
#359: That One About M&A & 401(k)
Friday Jul 25, 2025
Friday Jul 25, 2025
ARY ROSENBAUM talks about mergers and acquisitions and why a 401(k) plan review is necessary.

Friday Jul 18, 2025
#358: That One About Offering Bitcoin In 401(k) Plans
Friday Jul 18, 2025
Friday Jul 18, 2025
Ary Rosenbaum, big Bitcoin investor, lets you know why 401(k) plan sponsors should never offer Bitcoin in their 401(k) Plan.

Friday Jul 11, 2025
#357: That About About 401(k) Plan Sponsors Avoiding the 3Cs
Friday Jul 11, 2025
Friday Jul 11, 2025
ARY ROSENBAUM talks about how 401(k) plan sponsors can avoid the 3Cs: cost, complacency, and control.
