Episodes
Friday Aug 25, 2023
#259: That One About Fearing The DOL Audit
Friday Aug 25, 2023
Friday Aug 25, 2023
Ary Rosenbaum talks about his fear of Department of Labor audits.
Friday Aug 18, 2023
#258: That One About Plan Symptoms
Friday Aug 18, 2023
Friday Aug 18, 2023
Ary Rosenbaum is talking about symptoms of a plan, that show something might be wrong.
Friday Aug 11, 2023
#257: That One About Missing Documents
Friday Aug 11, 2023
Friday Aug 11, 2023
Ary Rosenbaum talks about missing documents that a 401(k) plan sponsor can't afford, to have missing.
Friday Aug 04, 2023
#256: The One About How Plan Providers Can Be Good People
Friday Aug 04, 2023
Friday Aug 04, 2023
Ary Rosenbaum talks about how it's still possible to be a good person and be a good plan provider.
Friday Jul 28, 2023
#255: That One About Factors For Hiring Plan Providers That Are Overrated
Friday Jul 28, 2023
Friday Jul 28, 2023
Ary Rosenbaum talks about factors for hiring retirement plan providers that are completely overrated.
Friday Jul 21, 2023
#254: That One About Hiring Plan ProvidersAs Fiduciaries
Friday Jul 21, 2023
Friday Jul 21, 2023
Ary Rosenbaum talks about what plan sponsors need to look for, when hiring plan sponsors as plan fiduciaries.
Friday Jul 14, 2023
#253: That One About Form 5500
Friday Jul 14, 2023
Friday Jul 14, 2023
Ary Rosenbaum talks about Form 5500 and the disasters that may ensure from it.
Friday Jul 07, 2023
Friday Jul 07, 2023
Ary Rosenbaum gives his ideas on how 401(k) enrollment meetings can be more interesting than funerals.
Friday Jun 30, 2023
#251: That One About When Things Don’t Look Right
Friday Jun 30, 2023
Friday Jun 30, 2023
Ary Rosenbaum talks about when things don't look right for the 401(k) plan and how that might spell trouble for the plan sponsor.
Check out that401ksite.com for more information.
Friday Jun 23, 2023
#250: That One About Divorcing Your TPA
Friday Jun 23, 2023
Friday Jun 23, 2023
Ary Rosenbaum talks about when plan sponsors divorce their TPA by firing them, and how personal it might get.