That 401(k) Podcast

#359: That One About M&A & 401(k) 25.07.2025 18:54 ↓

ARY ROSENBAUM talks about mergers and acquisitions and why a 401(k) plan review is necessary. 

#358: That One About Offering Bitcoin In 401(k) Plans 18.07.2025 20:42 ↓

Ary Rosenbaum, big Bitcoin investor, lets you know why 401(k) plan sponsors should never offer Bitcoin in their 401(k) Plan.

#357: That About About 401(k) Plan Sponsors Avoiding the 3Cs 11.07.2025 18:30 ↓

ARY ROSENBAUM talks about how 401(k) plan sponsors can avoid the 3Cs: cost, complacency, and control.

#356: That One About Organizational Drift and Plan Providers 04.07.2025 21:29 ↓

ARY ROSENBAUM talks about organizational drift and how that can be a problem for plan providers.

#355: That One About Sign Of An Unhealthy 401(k) Plan 27.06.2025 18:54 ↓

ARY ROSENBAUM talks about the top 10 signs for a plan sponsor that their 401(k) plan is unhealthy.

#354: The One About What Plans Sponsors Should Do To Be On The Right Side of ERISA 20.06.2025 19:32 ↓

Ary Rosenbaum talks about what 401(k) plan sponsors need to do, to be on the right side of ERISA.

#353: That One About Payroll Provider TPAs Redux 13.06.2025 21:40 ↓

Ary Rosenbaum talks again about his annual article on payroll provider TPAs and why it's a mistake for 401(k) plan sponsors.

#352: That One About Full Circle For 401(k) Plan Providers 06.06.2025 17:53 ↓

Ary Rosenbaum talks about his new book, Full Circle (coming out June 9th) and lessons that can be learned for 401(k) plan providers.

#351: That One About Big 401(k) Plan Sponsors Concerns 30.05.2025 15:55 ↓

ARY ROSENBAUM talks about blg 401(k) plan sponsors concerns and talks about the next book, Full Circle, coming June 9th, as well as the events in Anaheim and Milwaukee. 

#350: That One About Why Plan Sponsors Should Be Concerned With AI 23.05.2025 19:14 ↓

Ary Rosenbaum talks about the use of AI with 401(k) plans and the issues that plan sponsors should be concerned about.

#349: That One About 401(k) Plan Sponsors Needing To Remember It's An Employee Benefit 16.05.2025 22:20 ↓

Ary Rosenbaum talks about 401(k) plan sponsors needing to remember that their plan is supposed to be an employee benefit.

#348: That One About Being Pro-Active As A 401(k) Plan sponsor 09.05.2025 21:51 ↓

Ary Rosenbaum talks about how 401(k) plan sponsors need to be pro-active.

#347: The One About Intangibles You Need As A 401(k) Plan Provider 02.05.2025 22:04 ↓

Ary Rosenbaum talks about intangibles you need as a 401(k) plan provider to succeed.

#346: That One About The Choices That 401(k) Plan Sponsors Make 25.04.2025 25:24 ↓

Ary Rosenbaum talks about the choices that plan sponsors make that leads them to trouble because our lives are the sum of our choices.

#345: That One About Why Plan Sponsors Should Be Choosy In Picking TPAs 18.04.2025 21:36 ↓

Ary Rosenbaum talks about his experience as a TPA attorney and why plan sponsors need to consider who they hire as TPA.

#344: That One About A Cheat Sheet And Hacks For A 401(k) Plan Sponsor 11.04.2025 20:13 ↓

Ary Rosenbaum talks about Latin cheat sheets, getting blood out of clothes, and hacks for 401(k) plan sponsors.

#343: That One About This Is This For 401(k) Plan Providers 04.04.2025 24:39 ↓

Ary Rosenbaum talks about what plan providers can do today in 2025 and deal with the coming changes in the industry.

#342: The One About The Good, The Bad, and The Ugly TPAs 28.03.2025 20:08 ↓

Ary Rosenbaum talks about the good, the bad, and the ugly TPAs, based on his experiences.

#341: That One About What 401(k) Plan Sponsors Have To Fear 21.03.2025 20:17 ↓

Ary Rosenbaum talks about what really 401(k) plan sponsors need to fear, and it's unlikely to be a class action lawsuit.

#340: That One About Finding A Plan Provider Who Will Be A Helping Hand 14.03.2025 17:59 ↓

Ary Rosenbaum talks about why 401(k) plan sponsors need to find a plan provider who will give a helping hand.

#339: That One About Advice For Your New 401(k) Idea 07.03.2025 21:33 ↓

Ary Rosenbaum gives some advice on your next 401(k) idea, how to avoid the mistakes he's seen with new product launches.

#338: That One About 401(k) Errors Todsy 28.02.2025 21:40 ↓

Ary Rosenbaum talks about the 401(k) errors we see today, more often than other errors. 

#337: That One About K.I.S.S. for 401(k) Plan Sponsors 21.02.2025 20:13 ↓

Ary Rosenbaum talks about his theory of Keep It Simple, Stupid, and how that helps 401(k) plan sponsors minis their liability.

#336: That One About When To Ax Your Advisor 14.02.2025 20:34 ↓

Ary Rosenbaum is talking about when it might be time to fire your financial advisor. Check that401ksite.com for further information on all our live events.

#335: That One About The Dos and Don'ts of Plan Provider Networking 07.02.2025 21:03 ↓

Ary Rosenbaum talks about one of his favorite subjects: the do's and don'ts of 401(k) plan provider networking.