That 401(k) Podcast

#334: That One About Lies That Plan Providers May Tell You 31.01.2025 20:33 ↓

Ary Rosenbaum talks about plan provider lies in their sales pitch when they want you to hire them for your 401(k) plan.

#333: That One About Plan Sponsors Needing To Get A Grip Over Hiring an ERISA Attorney 24.01.2025 15:25 ↓

Ary Rosenbaum talks about how 401(k) plan sponsors need to get over the fear of hiring an ERISA attorney.

#332: That One About Plan Providers Gimmicks That Plan Sponsors Should Forget About 12.01.2025 18:53 ↓

Ary Rosenbaum talks about 401(k) plan provider gimmicks that plan sponsors should not fall for.

#331: That One About Plan Provider Content 10.01.2025 21:06 ↓

Ary Rosenbaum talks about 401(k) plan provider social media content and the secret sauce on how they can build your practice.

#330: That One About Avoiding Turning Your 401(k) Plan Into A Natural Disaster 03.01.2025 13:41 ↓

Ary Rosenbaum talks about how to avoid turning your 401(k) plan into some sort of natural disaster. 

#329: The One About Stuff From A 401(k) Plan Provider Shouldn't Impress You 27.12.2024 20:10 ↓

Ary Rosenbaum talks about stuff from a plan provider that should not impress you as a plan sponsor.

#328: That About 2025 20.12.2024 21:33 ↓

Ary Rosenbaum talks about his predictions for 2025, as it pertains to 401(k) plans.

#327: That One About Saying No As A 401(k) Plan Sponsor 13.12.2024 20:43 ↓

Ary Rosenbaum talks about when you have to say no as a 401(k) plan sponsor.

#326: That One About How Plan Providers Should Deal With Employees 06.12.2024 16:53 ↓

Ary Rosenbaum talks about how 401(k) plan providers should deal with their employees.

#325: That One About End Of Year Tips For 401(k) Plan Sponsors 29.11.2024 21:19 ↓

With December right around the corner, Ary Rosenbaum talks about tips for 401(k) plan sponsors as 2025 rolls around.

#324: That One About Dealing With Former Employees 22.11.2024 19:01 ↓

Ary Rosenbaum brings up 401(k) plans and the issues dealing with former employees. Check that401ksite.com for further information on all our events.

#323: That One About Small Plan Sponsors Should Consider A PEP 15.11.2024 17:44 ↓

Ary Rosenbaum talks about how small plan (SEP, SIMPLE) sponsors should consider joining a PEP.

#322: That One About The Telling The Truth As A 401(k) Plan Provider 08.11.2024 23:35 ↓

Ary Rosenbaum talks about telling the truth as a 401(k) plan provider and why that is necessary. Check that401ksite.com on further information on all out events.

#321: That One What 401(k) Plan Providers Never Tell Plan Sponsors 01.11.2024 21:35 ↓

Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about. 

#320: That One About Scams and Cons That Plan Sponsors Should Avoid 25.10.2024 21:14 ↓

Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.

#319: That One About SDBAs giving Plan Sponsors A Good Headache 18.10.2024 21:23 ↓

Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.  

#318: That One About Having No Surprises for IRS Audits 11.10.2024 20:51 ↓

Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.

#317: That One About Consolidation As A Plan Provider 04.10.2024 22:19 ↓

Ary Rosenbaum talks about consolidation in the retirement plan business and what a plan provider has to do.

#297: That One About How Plan Sponsors Can Fix Their Plan On The Cheap 17.05.2024 14:32 ↓

Being thrifty is something plan sponsors would like to do.   Ary Rosenbaum talks about how plan sponsors can fix their 401(k) plans on the cheap.

#296: That One About Too Many Choices for 401(k) Plan Sponsors 10.05.2024 22:32 ↓

Ary Rosenbaum talks about the many choices that 401(k) plan sponsors have for their 401(k) plan.

#295: That One About Plan Provider Behaviors You Should Curb 03.05.2024 21:50 ↓

Ary Rosenbaum talks about Curb Your Enthusiasm and the bad plan provider behaviors you need to curb.

#294: That One About Brutal Mistakes That 401(k) Plan Sponsors Make 26.04.2024 20:14 ↓

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

#293: That One About Retirement Plan Catastrophes 19.04.2024 20:11 ↓

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

#292: That One About Plan Sponsors Setting Up A New Retirement Plan 12.04.2024 18:49 ↓

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

#291: That One About Struggles As A Retirement Plan Provider 05.04.2024 24:06 ↓

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