Episodes
Friday Dec 08, 2023
#274: That One About Struggles For Retirement Plan Providers
Friday Dec 08, 2023
Friday Dec 08, 2023
Ary Rosenbaum talks about the struggles for retirement plan providers and how they can overcome.
Live events in Arlington and Bronx, big virtual conference for advisors in January. Check that401ksite.com for more information.
Monday Nov 27, 2023
Monday Nov 27, 2023
Ary Rosenbaum talks about situations and problems that show 401(k) plan sponsors, that there could be an issue with their 401(k) plan.
Wednesday Nov 22, 2023
#272: That One About What Plan Providers Says Is True
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
Ary Rosenbaum talks about what plan providers say to 401(k) plan sponsors that is absolutely true in the sales pitch.
Check that401ksite.com for further information on our events.
Friday Nov 17, 2023
#271: That One About Not Leaving 401(k) Providers Off The Hook
Friday Nov 17, 2023
Friday Nov 17, 2023
Ary Rosenbaum talks about when 401(k) plan sponsors should not let plan providers off the hook.
Check that401ksite.com for more information on events.
Friday Nov 10, 2023
#270: That One About Firing The 401(k)’s Advisor
Friday Nov 10, 2023
Friday Nov 10, 2023
Ary Rosenbaum talks about when it's time to fire the 401(k) plan's advisor.
Friday Nov 03, 2023
#269: That One About The Future For Plan Providers
Friday Nov 03, 2023
Friday Nov 03, 2023
The future is the undiscovered country and Ary Rosenbaum brings up ideas on issues that could be the future in the retirement plan space.
Monday Oct 23, 2023
#268: That One About The Involuntary Cash-Out Rule
Monday Oct 23, 2023
Monday Oct 23, 2023
Ary Rosenbaum talks about the involuntary cash-out rule and why every 401(k) plan sponsors should have it.
Friday Oct 20, 2023
#267: That One About Plan Provider Contracts
Friday Oct 20, 2023
Friday Oct 20, 2023
Ary Rosenbaum talks about the issues with plan provider contracts.
Friday Oct 13, 2023
#266: That One About Questions Never Asked Of 401(k) Plan Providers
Friday Oct 13, 2023
Friday Oct 13, 2023
Ary Rosenbaum talks about questions that are never asked of 401(k) plan providers by plan sponsors.
Friday Oct 06, 2023
Friday Oct 06, 2023
Ary Rosenbaum talks about retirement plan design and TPAs, and why financial advisors nee to value both.