Episodes

Friday Dec 29, 2023
#277: That One About Quirky 401(k) Plan Rules
Friday Dec 29, 2023
Friday Dec 29, 2023
Ary Rosenbaum talks about the quirky 401(k) plan rules that many plan sponsors are unaware of.

Friday Dec 22, 2023
#276: That One About Engine Lights for 401(k) Plan Sponsors
Friday Dec 22, 2023
Friday Dec 22, 2023
Ary Rosenbaum talks about the "Engine Lights" for 401(k) plan sponsors.

Friday Dec 15, 2023
#275: That One About Mantras For 401(k) Plan Sponsors
Friday Dec 15, 2023
Friday Dec 15, 2023
Ary Rosenbaum talks about mantras for 401(k) plan sponsors that will keep them out of trouble.

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.