That 401(k) Podcast

Ary Rosenbaum talks about the brutal mistakes that 401(k) plan sponsors can make.

Ary Rosenbaum talks about retirement plan catastrophes that should be avoided.

Ary Rosenbaum talks about the issues of retirement plan sponsors setting up a new retirement plan that they might not be aware of.

Ary Rosenbaum talks about dealing with the struggles as a retirement plan provider.

Ary Rosenbaum talks about plan sponsors thinking everything is OK, when it's not.

Ary Rosenbaum talks about how plan sponsors can turn the lights back on, and take care of their 401(k) plan.

Ary Rosenbaum talks about the dark side of the 401(k) plan business that plan sponsors need to be aware of.

Ary Rosenbaum talks about what plan providers need to consider for their practice after SECURE and SECURE 2.0.

Ary Rosenbaum talks about how 401(k) plan sponsors need to break the cycle of neglect and poor management.

Ary Rosenbaum talks about plan options that 401(k) plan sponsors should pass on. Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about tasks that plan sponsors can't afford to neglect in running their 401(k) plan.

Ary Rosenbaum talks about what plan providers can do to increase business: do what other plan providers aren't doing.

Ary Rosenbaum talks about plan sponsors needing to sweat the small stuff in all aspects of managing their 401(k) plan.

Ary Rosenbaum talks about how plan sponsors can reboot their 401(k) plan through simple plan provision changes.

Ary Rosenbaum talks about how a plan sponsor can see signs that things in their 401(k) plan are working well.

Ary Rosenbaum talks about plan provisions that can give a better 401(k) benefit to employees.

Ary Rosenbaum talks about crucial mistakes that plan providers should avoid.

Ary Rosenbaum talks about the quirky 401(k) plan rules that many plan sponsors are unaware of.

Ary Rosenbaum talks about the "Engine Lights" for 401(k) plan sponsors.

Ary Rosenbaum talks about mantras for 401(k) plan sponsors that will keep them out of trouble.

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.

Ary Rosenbaum talks about situations and problems that show 401(k) plan sponsors, that there could be an issue with their 401(k) plan.

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.

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.

Ary Rosenbaum talks about when it's time to fire the 401(k) plan's advisor.

The future is the undiscovered country and Ary Rosenbaum brings up ideas on issues that could be the future in the retirement plan space.

Ary Rosenbaum talks about the involuntary cash-out rule and why every 401(k) plan sponsors should have it.

Ary Rosenbaum talks about the issues with plan provider contracts.

Ary Rosenbaum talks about questions that are never asked of 401(k) plan providers by plan sponsors.

Ary Rosenbaum talks about retirement plan design and TPAs, and why financial advisors nee to value both.

Ary Rosenbaum talks about the contradiction in 401(k) plans that smaller plans have bigger issues. Check that401ksite.com for further information on all our events.

Ary Rosenbaum talks about the issues when hiring a plan provider, just based on price.

Ary Rosenbaum talks about plan provisions that might make your 401(k) plan look like a relic.

Ary Rosenbaum talks about mutual fund company TPAs, and the issues that arise from them.

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.

Ary Rosenbaum talks about his fear of Department of Labor audits.

Ary Rosenbaum is talking about symptoms of a plan, that show something might be wrong.

Ary Rosenbaum talks about missing documents that a 401(k) plan sponsor can't afford, to have missing.

Ary Rosenbaum talks about how it's still possible to be a good person and be a good plan provider.

Ary Rosenbaum talks about factors for hiring retirement plan providers that are completely overrated.

Ary Rosenbaum talks about what plan sponsors need to look for, when hiring plan sponsors as plan fiduciaries.

Ary Rosenbaum talks about Form 5500 and the disasters that may ensure from it.

Ary Rosenbaum gives his ideas on how 401(k) enrollment meetings can be more interesting than funerals.

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.

Ary Rosenbaum talks about when plan sponsors divorce their TPA by firing them, and how personal it might get.

Ary Rosenbaum talks about his opinion on payroll provider TPAs and the issues of expressing opinions that trouble people.

Ary Rosenbaum talks about how financial advisors can prepare for those 401(k) potential client meetings for that sale.

Ary Rosenbaum talks about these small things, an allusion to Passover and things that 401(k) plan sponsors shouldn't forget.

Ary Rosenbaum talks about his ideas of a 401(k) plan provisions that plan sponsors should add.

Ary Rosenbaum is talking about plan provider marketing traps that 401(k) plan sponsors shouldn't fall for.

Ary talks about self directed brokerage accounts and his issues with them within a 401(k) plan.

Ary Rosenbaum talks about mistakes that plan provider should avoid with their new 401(k) product, service, or idea.

Ary Rosenbaum talks about what 401(k) plan sponsors should do instead of procrastinating.

Ary Rosenbaum talks about how plan sponsors can simply avoid a headache by hiring the right third party administrator.

Ary Rosenbaum talks about the situations when a 401(k) plan sponsor can't trust there third party administrator.

Ary Rosenbaum breaks down the bad behaviors that 401(k) plan providers should avoid.

Ary Rosenbaum talks about 401(k) automatic enrollment and how it became a thing after its less than stellar launch as Negative Election in 1998.

Ary Rosenbaum talks about the top 10 wrong ideas that plan sponsors have about their plan.

Ary Rosenbaum talks about why things are a 401(k) plan sponsor's job.

Ary Rosenbaum talks about PEPs and whether they are the right fit for plan sponsors.

Ary Rosenbaum talks about some of his out of the box ideas for retirement plan providers.

Ary Rosenbaum talks about the value of an independent ERISA attorneys, as well as an update on our live events.

Ary Rosenbaum talks about retirement plan disasters he's been involved with, and what plan sponsors can learn from it. Check that401ksite.com for further information on all our events including Oakland and Detroit.

Ary Rosenbaum talks about the K.I.S.S. theory and how it pertains to plan options for the 401(k) plan.   Check out that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about SECURE 2.0 and the provisions that might impact and interest 401(k) plan providers.

Ary Rosenbaum talks about the way that 401(k) Plan Sponsors can encourage plan participants to defer in a 401(k) plan.

Ary Rosenbaum talks about Family Feud and passing on 401(k) plan sponsor options.

Ary Rosenbaum talks about SECURE 2.0 and the ramifications for plan sponsors of 401(k) plans.

Ary Rosenbaum talks about bad plan provider behaviors and why plan providers shouldn't emulate them. Check that401ksite.com for more information on all our live events.

Ary Rosenbaum talks about New Year's Resolutions for 401(k) Plan sponsors and what they can do to limit their liability.   Check that401ksite.com for more information on all our live events.

Ary Rosenbaum with another episode on That 401(k) Podcast, talking about issues that could use some more help from the government.  Check out that401ksite.com for more information on all our live events.

Ary Rosenbaum talks about terminating a 401(k) plan and the issues for plan sponsors. Check that401ksite.com for more information on all our live events.

It's that time of the year as Ary Rosenbaum gives some tips for plan sponsors, to get ready for 2023.   Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about how to increase attendance at 401(k) live events.   Speaking of events, check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about strange things that plan sponsors should be aware of, such as reconversion fees and missing participants. Check out that401ksite.com for further information on all our live events.

Ary Rosenbaum (The Rosenbaum Law Firm) talks about what a plan sponsor needs to know in hiring a financial advisor.   National Virtual Conference is January 26-27 Oakland is April 14th Detroit is May 3rd Sign up at that401ksite.com

Ary Rosenbaum talks about 401(k) plan sponsors picking solutions that just invite problems.   Oakland has been booked for That 401(k) Conference on Friday, April 14. Detroit is Wednesday, May 3rd. That 401(k) National Virtual Conference is January 26-27. Just $2.23 to be a part of the national virtual event.   Check that401ksite.com for information on all our live events.

Ary Rosenbaum talks about his unfiltered views about what is going on in the retirement plan marketplace.   Check out that401ksite.com for information on all our live events.

Ary Rosenbaum talks about the errors in a 401(k) plan that plan sponsors should use as a reason to fire a plan provider.   Check that401ksite.com for further information on all our live events.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what plan sponsors need to know when hiring a financial advisor.   Check out that401ksite.com for further information on all our live events.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about behaviors that plan sponsors should avoid with 401(k) plan providers.   Check that401ksite.com for further information on all our live events,

Ary Rosenbaum talks about the late great Rich Laurita and the lessons he learned from the greatest TPA salesperson he ever knew.   Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about required 401(k) plan notices and the headaches that ensue.   Check that401ksite.com for further information on all our live and virtual events.

Ary Rosenbaum talks about some of the concepts that 401(k) plan sponsors aren't aware of. Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about how good retirement plans don't happen by accident or fall out of a tree.   Go to that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about behaviors that plan sponsors should avoid in dealing with 401(k) plan providers.   Check out that401ksite.com about all our live events.

Ary Rosenbaum talks about how advisors can lose clients in a flash.   Check that401ksite.com for information on all our events including Seattle next week.

Ary Rosenbaum is talking all about retirement plan committees and what needs to be done for plan sponsors in creating them and managing them effectively. Of course, Ary jokes about his committee experiences from his past. Check that401ksite.com for information on all our live events. Seattle is Friday, September 9th.

Ary Rosenbaum talks about the plan provisions within a 401(k) plan that might be worth, tinkering with.   Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about what 401(k) plan sponsors need to do when the stock market goes south. Check out that401ksite.com for further information on all our live events including Seattle on Friday, September 9th.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about simple mistakes in business that 401(k) plan providers can avoid now. Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about great 401(k) features that can give plan sponsors huge headaches on the compliance end.   Check out that401ksite.com for further information on all our needs.

Ary Rosenbaum talks about adding bells and whistles to 401(k) plans at very little cost that plan sponsors should consider.   Check out that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about blunders that can certainly cost 401(k) plan sponsors, as well as well known corporate blunders of the past.   Check that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about 401(k) plan features that can cause good headache for plan sponsors on this 200th episode of That 401(k) Podcast.

Ary Rosenbaum talks about when good plan providers stumble and become dead plan providers walking.   Check out that401ksite.com for all our live events including That 401(k) Conference in Seattle on Friday, September 9th.

Ary Rosenbaum talks about the issues at hand that plan sponsors should consider as we get to the mid-point of 2022. Check out that401ksite.com for further information on all our live events.

Ary Rosenbaum talks about what to look for when plan sponsors have to choose their retirement plan providers.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) as the turd in the punch bowl, discussed why the two top payroll providers might be a mistake as a plan sponsor's TPA.   Check that401ksite.com for information on That 401(k) Conference, which will be live in Miami on June 24th and Seattle on September 9th,