That 401(k) Podcast

#409: That One About 401(k) Shiny Objects Not Belonging In Every Plan 10.07.2026 21:25 ↓

ARY ROSENBAUM talks about why not every shiny object belong is a 401(k) plan. What works for most, may not work for all. 

#408: That One About Plan Providers Needing To Invest In Training 03.07.2026 20:57 ↓

Ary Rosenbaum talks about 401(k) plan providers needing to invest in training their employees.

#407: That One about Eligibility Failures 26.06.2026 18:40 ↓

Ary Rosenbaum talks about eligibility and entry dates and why such a simple concept can cause headaches.

#406: That One About 401(k) Payroll Providers Being a Convenience Trap 19.06.2026 18:55 ↓

It's that time of the year as ARY ROSENBAUM talks about his most known topic, the problem of ADP and Paychex operating as 401(k) TPAs.

#405: That One About Bad Culture and 401(k) Plans 12.06.2026 18:43 ↓

Ary Rosenbaum talks about bad culture and 401(k) plans, and why they are linked. 

#404: That One About Who Is That Plan Provider's Hardest Competitor 05.06.2026 18:18 ↓

Ary Rosenbaum talks about who a plan provider's greatest competitor is, and it's surprising. 

#403: That One About Le Creuset and 401(k) Plans 29.05.2026 19:13 ↓

Ary Rosenbaum talks about the marketing of Le Creuset and how you can make comparisons to running a 401(k) plan.

#402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds 22.05.2026 16:19 ↓

Simplicity is the ultimate sophistication is what Steve Jobs said. ARY ROSENBAUM says that should be the same for 401(k) plans.

#401: That One About The Small Things That Hurt 401(k) Plans 15.05.2026 16:31 ↓

ARY ROSENBAUM talks about the small things that can trouble a 401(k) plan and the need for checklists.

#400: That One About The Plan Provider Handbook Being Broken 08.05.2026 22:15 ↓

ARY ROSENBAUM talks about how the 401(k) plan provider handbook as we know it, is broken.

#399: That One About A 401(k) Plan Sponsor Firing Their Vendor 01.05.2026 19:19 ↓

ARY ROSENBAUM talks about when a plan sponsor may have to fire their plan provider or threaten to fire them.

#398: That One About Survivor and 401(k) Plans 24.04.2026 19:34 ↓

As a Survivor fan, Ary Rosenbaum talks about the similarities between Survivor and 401(k) plans.

#397: That One About Alternative Investments in 401(k) Plans 17.04.2026 19:47 ↓

Ary Rosenbaum talks about the DOL proposals on allowing alternative investments on 401(k) plans and why plan sponsors shouldn't be guinea pigs. 

#396: That One About Plan Providers Needing To Pick Up The Phone 10.04.2026 20:27 ↓

Ary Rosenbaum talks about how 401(k) plan providers can't wait to let the phone ring.

#395: That One About Not Turning The 401(k) Plan into a Soap Opera 03.04.2026 19:05 ↓

Ary Rosenbaum talks about how plan sponsors can and should avoid turning their 401(k) plan into a soap opera.

#394: That One About Changing Plan Providers Might Do Some Good 27.03.2026 20:24 ↓

Ary Rosenbaum talks about changing 401(k) plan providers and when it makes sense.

#393: That One About What New Plan Providers Would Do Tomorrow 20.03.2026 19:53 ↓

In this special Les Miserables themed episode, Ary Rosenbaum talks about what good plan providers would do the day after taking over your plan.

#392: That One About Changing Payroll Providers Is A Big 401(k) Event 13.03.2026 16:16 ↓

Ary Rosenbaum talks about the issues of changing payroll providers and how it can be problematic as it pertains to the 401(k) plan.

#391: That One About Risk Mitigation For 401(k) Plan Providers 06.03.2026 18:57 ↓

Ary Rosenbaum talks about the issue of how 401(k) plan providers can minimize their risk, and just not reply on their E&O policies.

#390: That One About Misconceptions About 4019k) 27.02.2026 18:10 ↓

Ary Rosenbaum talks about major misconceptions that plan sponsors have about 401(k) TPAs.

#389: That One About Cybersecurity 20.02.2026 18:17 ↓

ARY ROSENBAUM talks about cybersecurity and the issues for 401(k) plan sponsors.

#388: That One About Why Plan Sponsors Should Not Withhold Information 13.02.2026 18:02 ↓

Ary Rosenbaum talks about the information that 401(k) plan sponsors can't withhold from their plan providers.

#387: That One About 401(k) Plan Providers and Catch Up Contributions 06.02.2026 17:48 ↓

Ary Rosenbaum talks about the new catch up rules and why plan providers will be blamed when things go sideways.

#386: That One About 401(k) Committees 30.01.2026 16:44 ↓

Ary Rosenbaum, once again, talks about one of his agonizing topics, the problems with 401(k) committees.

#385: That One About The Problems Of 401(k) Catch-Up 23.01.2026 17:27 ↓

Ary Rosenbaum talks about the problems of 401(k) Catch-Up, thanks to the minds in Washington.