Episodes

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.

Friday Sep 29, 2023
#264: The Smaller The 401(k) Plan, The Bigger The Problems
Friday Sep 29, 2023
Friday Sep 29, 2023
Ary Rosenbaum talks about the contradiction in 401(k) plans that smaller plans have bigger issues.
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Friday Sep 22, 2023
#263: That One About Not Picking The Cheapest Provider
Friday Sep 22, 2023
Friday Sep 22, 2023
Ary Rosenbaum talks about the issues when hiring a plan provider, just based on price.

Friday Sep 15, 2023
Friday Sep 15, 2023
Ary Rosenbaum talks about plan provisions that might make your 401(k) plan look like a relic.

Friday Sep 08, 2023
#261: That One About Mutual Fund Company TPAs
Friday Sep 08, 2023
Friday Sep 08, 2023
Ary Rosenbaum talks about mutual fund company TPAs, and the issues that arise from them.

Friday Sep 01, 2023
#260: That One About Plan Providers Nitpicking On Fees
Friday Sep 01, 2023
Friday Sep 01, 2023
For the 5th anniversary of That 401(k) Podcast, Ary Rosenbaum talks about plan providers and how they should avoid nitpicking and overcharging on fees.

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.