That 401(k) Podcast: Recent Episodes
that401ksite.com
Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.
Ary Rosenbaum talks about 401(k) plan features that plan sponsors don't need and why every solution isn't the right fit for everyone.
ARY ROSENBAUM talks about the issues of corporate acquisitions and why it's costly to ignore the retirement plans.
The former malcontent employee brings up the compliance headaches of having employees in a 401(k) plan because the rules are the rules.
Ary Rosenbaum talks about the idea that the cheapest 401(k) plan can be the most expensive one.
ARY ROSENBAUM talks about why not every shiny object belong is a 401(k) plan. What works for most, may not work for all.
Ary Rosenbaum talks about 401(k) plan providers needing to invest in training their employees.
Ary Rosenbaum talks about eligibility and entry dates and why such a simple concept can cause headaches.
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.
Ary Rosenbaum talks about who a plan provider's greatest competitor is, and it's surprising.
Ary Rosenbaum talks about the marketing of Le Creuset and how you can make comparisons to running a 401(k) plan.
Simplicity is the ultimate sophistication is what Steve Jobs said. ARY ROSENBAUM says that should be the same for 401(k) plans.
ARY ROSENBAUM talks about the small things that can trouble a 401(k) plan and the need for checklists.
ARY ROSENBAUM talks about how the 401(k) plan provider handbook as we know it, is broken.
ARY ROSENBAUM talks about when a plan sponsor may have to fire their plan provider or threaten to fire them.
As a Survivor fan, Ary Rosenbaum talks about the similarities between Survivor and 401(k) plans.
Ary Rosenbaum talks about the DOL proposals on allowing alternative investments on 401(k) plans and why plan sponsors shouldn't be guinea pigs.
Ary Rosenbaum talks about how plan sponsors can and should avoid turning their 401(k) plan into a soap opera.
In this special Les Miserables themed episode, Ary Rosenbaum talks about what good plan providers would do the day after taking over your plan.
Ary Rosenbaum talks about the issues of changing payroll providers and how it can be problematic as it pertains to the 401(k) plan.
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.
Ary Rosenbaum talks about major misconceptions that plan sponsors have about 401(k) TPAs.
Ary Rosenbaum talks about the information that 401(k) plan sponsors can't withhold from their plan providers.
Ary Rosenbaum talks about the new catch up rules and why plan providers will be blamed when things go sideways.
Ary Rosenbaum, once again, talks about one of his agonizing topics, the problems with 401(k) committees.
Ary Rosenbaum talks about the problems of 401(k) Catch-Up, thanks to the minds in Washington.
Ary Rosenbaum talks about small plans and why there is a myth that they don't need help like big plans.
ARY ROSENBAUM mixes his love for 401(k) plans and Sergio Leone movies into one big podcast.
Ary Rosenbaum talks about plan compensation issues and why it can be a silent killer for plans.
Ary Rosenbaum talks about the Hunger Games for 401(k) Plan Providers with all the crazy changes in the 401(k) business.
Ary Rosenbaum with another episode on the peril of missing participants and his love for disaster movies.
Ary Rosenbaum talks about 2026 and the Rocky movies and how it's going to test every plan sponsor because time is undefeated.
Ary Rosenbaum talks about the similarities about being a 401(k) plan sponsor and being an NFL Head coach.
Ary Rosenbaum talks about the need for 401(k) plan providers to focus on retirement outcomes. Chicago and Denver dates for That 401(k) Conferences have been announced.
Ary Rosenbaum talks about 401(k) plan policies that plan sponsors should consider putting in place.
ARY ROSENBAUM talks about how 401(k) plans can and should be an employee benefit, and what plan sponsors need to do.
ARY ROSENBAUM talks about the upcoming 2026 Roth change and how it will be a hot mess, as Lucille Bluth would say.
ARY ROSENBAUM, talks about how plan sponsors need to remind themselves that a 401(k) plan is an employee benefit.
ARY ROSENBAUM talks about arrogant plan providers and what we can learn from their mistakes. He also talks about the Long Island concept of people selling fish from their car and wonders if that's just a Long Island thing.
Ary Rosenbaum talks about some of the changes under the Trump Administration about 401(k) plans and how that impacts plan sponsors.
Ary Rosenbaum talks about 401(k) plan sponsor responsibilities and somehow references pro wrestling.
Ary Rosenbaum talks about the use of 401(k) plan forfeitures and what plan sponsors need to do.
ARY ROSENBAUM talks about the Trump Executive Order on private equity and crypto in 401(kj plans and how that relates to plan providers.
Ary Rosenbaum talks about the Mission Impossible movies and how plan sponsors can take their mission of being a plan fiduciary, and making it manageable and possible.
Ary Rosenbaum talks about the problems of having misplaced loyalty in plan providers, and why it conflicts with a plan sponsor's duties.
ARY ROSENBAUM talks about absurd things about 401(k) plans that most plan sponsors don't know about.
Check 401ksite.com for further info on That 401(k) Conference in Milwaukee.
ARY ROSENBAUM talks about mergers and acquisitions and why a 401(k) plan review is necessary.
Ary Rosenbaum, big Bitcoin investor, lets you know why 401(k) plan sponsors should never offer Bitcoin in their 401(k) Plan.
ARY ROSENBAUM talks about how 401(k) plan sponsors can avoid the 3Cs: cost, complacency, and control.
ARY ROSENBAUM talks about organizational drift and how that can be a problem for plan providers.
ARY ROSENBAUM talks about the top 10 signs for a plan sponsor that their 401(k) plan is unhealthy.
Ary Rosenbaum talks about what 401(k) plan sponsors need to do, to be on the right side of ERISA.
Ary Rosenbaum talks again about his annual article on payroll provider TPAs and why it's a mistake for 401(k) plan sponsors.
Ary Rosenbaum talks about his new book, Full Circle (coming out June 9th) and lessons that can be learned for 401(k) plan providers.
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.
Ary Rosenbaum talks about the use of AI with 401(k) plans and the issues that plan sponsors should be concerned about.
Ary Rosenbaum talks about 401(k) plan sponsors needing to remember that their plan is supposed to be an employee benefit.
Ary Rosenbaum talks about the choices that plan sponsors make that leads them to trouble because our lives are the sum of our choices.
Ary Rosenbaum talks about his experience as a TPA attorney and why plan sponsors need to consider who they hire as TPA.
Ary Rosenbaum talks about Latin cheat sheets, getting blood out of clothes, and hacks for 401(k) plan sponsors.
Ary Rosenbaum talks about what plan providers can do today in 2025 and deal with the coming changes in the industry.
Ary Rosenbaum talks about the good, the bad, and the ugly TPAs, based on his experiences.
Ary Rosenbaum talks about what really 401(k) plan sponsors need to fear, and it's unlikely to be a class action lawsuit.
Ary Rosenbaum talks about why 401(k) plan sponsors need to find a plan provider who will give a helping hand.
Ary Rosenbaum gives some advice on your next 401(k) idea, how to avoid the mistakes he's seen with new product launches.
Ary Rosenbaum talks about the 401(k) errors we see today, more often than other errors.
Ary Rosenbaum talks about his theory of Keep It Simple, Stupid, and how that helps 401(k) plan sponsors minis their liability.
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.
Ary Rosenbaum talks about one of his favorite subjects: the do's and don'ts of 401(k) plan provider networking.
Ary Rosenbaum talks about plan provider lies in their sales pitch when they want you to hire them for your 401(k) plan.
Ary Rosenbaum talks about how 401(k) plan sponsors need to get over the fear of hiring an ERISA attorney.
Ary Rosenbaum talks about 401(k) plan provider gimmicks that plan sponsors should not fall for.
Ary Rosenbaum talks about 401(k) plan provider social media content and the secret sauce on how they can build your practice.
Ary Rosenbaum talks about how to avoid turning your 401(k) plan into some sort of natural disaster.
Ary Rosenbaum talks about stuff from a plan provider that should not impress you as a plan sponsor.
With December right around the corner, Ary Rosenbaum talks about tips for 401(k) plan sponsors as 2025 rolls around.
Ary Rosenbaum brings up 401(k) plans and the issues dealing with former employees.
Check that401ksite.com for further information on all our events.
Ary Rosenbaum talks about how small plan (SEP, SIMPLE) sponsors should consider joining a PEP.
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.
Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about.
Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.
Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.
Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.
Ary Rosenbaum talks about consolidation in the retirement plan business and what a plan provider has to do.
Ary Rosenbaum talks about the movie Airplane! and obvious things that plan sponsors should do. Surely, he is serious and his name is not Shirley!
Ary Rosenbaum talks about his predictions of what will happen in the 401(k) industry because they will be inevitable.
Ary Rosenbaum talks about the history of fee disclosures and why the 2012 regulations were the most positive development in his 26 years as an ERISA attorney.
Ary Rosenbaum talks about stuff that won't help a plan sponsor limit their fiduciary liability.
Ary Rosenbaum talks about how plan sponsors can make their loves easier running their 401(k) plan by delegating functions to others.
On this very special episode of That 401(k) Podcast, Ary Rosenbaum talks about the guiding light he had, and one tips for 401(k) plan providers.
Ary Rosenbaum talks about his horror stores about committees in general and what needs to be done with a 401(k) committee.
Whether it's the free meal or cruise, Ary Rosenbaum talks about the plan provider marketing gimmicks that should be tuned out.
Ary Rosenbaum talks about the art of terminating a plan provider without the added costs and headaches.
Ary Rosenbaum brings up the marketing aspect of taking on payroll provider TPAs and what TPAs can do about it.
Ary Rosenbaum talks about plan sponsors and how their great 401(k) plans don't grow on trees, it takes effort.
Ary Rosenbaum talks about plan sponsors being a mark for litigation and the steps to avoid being a mark.
Ary Rosenbaum talks about how plan sponsors can engage with their employees over their 401(k) plan for a better experience for all.
Ary Rosenbaum talks about plan options that 401(k) plan sponsors shouldn't volunteer for, and get more work that they don't need.
Ary Rosenbaum talks about the challenges and bumps in the road for retirement plan providers.
Ary Rosenbaum brings his annual views on why hiring the two top payroll providers as your TPA is a huge mistake.
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.
Ary Rosenbaum talks about the many choices that 401(k) plan sponsors have for their 401(k) plan.
Ary Rosenbaum talks about Curb Your Enthusiasm and the bad plan provider behaviors you need to curb.
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 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 the quirky 401(k) plan rules that many plan sponsors are unaware of.
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.
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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 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.
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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 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 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 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 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 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.
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Ary Rosenbaum with another episode on That 401(k) Podcast, talking about issues that could use some more help from the government.
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Ary Rosenbaum talks about terminating a 401(k) plan and the issues for plan sponsors.
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It's that time of the year as Ary Rosenbaum gives some tips for plan sponsors, to get ready for 2023.
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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.
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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.
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Ary Rosenbaum talks about required 401(k) plan notices and the headaches that ensue.
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Ary Rosenbaum talks about some of the concepts that 401(k) plan sponsors aren't aware of.
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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.
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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.
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Ary Rosenbaum talks about blunders that can certainly cost 401(k) plan sponsors, as well as well known corporate blunders of the past.
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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,
Ary Rosenbaum talks about when plan providers get it right and why good plan providers always get it right.
Check that401ksite.com for further information on all our live events including That 401(k) Conference in Miami this June 24th.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about organization tools and ideas for 401(k) plan sponsors because being a plan sponsor slob, will cause liability issues for plan sponsors.
Check that401ksite.com for more information on all our live events including Miami on June 24th and Seattle on September 9th.
Ary Rosenbaum talks about Bitcoin in 401(k) plans and why it's a bad bet for plan sponsors.
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Ary Rosenbaum talks about how life isn't fair for 401(k) plan sponsors and their roles as a plan fiduciary.
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Miami is June 24th.
Ary Rosenbaum talks about some of the recents changes in the 401(k) plan business he doesn't like and that plan providers may not like as well.
That 401(k) Conference in Phoenix is on Tuesday. Sign up on that401ksite.com today.
Ary Rosenbaum talks about great 401(k) options that aren't a fit for every plan sponsor such as automatic enrollment, 3(16), and other great things.
That 401(k) Conference is on Tuesday, May 10th. Check that401ksite.com for further information.
Ary Rosenbaum talks about the cost for plan sponsors to be cheap.
That 401(k) Conference in Phoenix is on Tuesday, May 10th. Check that401ksite.com for further information.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about those annoying plan provide phone calls and what 401(k) plan sponsors need to do about it.
Go to that401ksite.com for further information on all our live events including That 401(k) Conference in Phoenix on May 10th and Miami on June 24th.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what 401(k) plan sponsors should do, but don't do anyway.
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Ary Rosenbaum talks about the choices you may make as a retirement plan provider, will you choose goodness or badness?
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Ary Rosenbaum talks about what plan sponsors should focus on, because of what the IRS and DOL are focusing on.
Ary Rosenbaum talks about the foul-ups of plan documents that can really cost plan sponsors.
Check out that401ksite.com for further information on all our events.
Ary Rosenbaum talks about the mistakes that plan sponsors can make in starting a 401(k) plan, and how to avoid them.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the difficulty of relationships in the retirement plan business.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about when 401(k) third party administrators may take things personally when they get fired.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the pet peeves of being a 401(k) plan sponsor, while losing his train of thought when an advisor calls for advice.
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Ary Rosenbaum (The Rosenbaum Law Firm) talks about signs and concerns when a plan provider breaks bad and what plan sponsors can do to minimize the liability risk.
Check out that401ksite.com for more information on all our live events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about behaviors you shouldn't be doing as a retirement plan provider.
Check out that401ksite.com for more information on all our event, including That 401(k) Conference in Phoenix, on Friday, April 8th.
Ary Rosenbaum talks about the small retirement plans out there (SEP and SIMPLEs) and the costs involved for "free" small business retirement plans.
Ary Rosenbaum talks about how plan sponsors need a retirement plan dentist to fix things with a plan in a pro-active manner.
Ary Rosenbaum (The Rosenbaum Law Firm) talks about the perilous move that plan sponsors can make when they switch TPAs.
Check that401ksite.com for further information on all our live events including Las Vegas next week on January 21.
Ary Rosenbaum talks about how you can market your business on a shoestring.
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Ary Rosenbaum talks about all the mistakes that plan sponsors are unaware of, that leads them down a bad path with a lot of mistakes.
Ary Rosenbaum talks about all the routine errors that get 401(k) plan providers in trouble.
Ary Rosenbaum talks about plan audits by the DOL and IRS and the mistakes that plan sponsors make.
Check that401ksite.com for further information on all our live and virtual events.
Ary Rosenbaum talks about the need for plan sponsors to hire the right TPA firm to avoid a great headache.
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Ary Rosenbaum talks about how plan providers can deal with the Mega TPA and RIA firms as there is further consolidation in this business.
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Ary Rosenbaum talks about secrets of the retirement plan business that 401(k) plan sponsors may not be aware of.
Check out that401ksite.com for further information on all our events
January 21 Las Vegas
January 27-28 Virtual
April 8 Phoenix
June 24 Miami
October 14 Charlotte
Ary Rosenbaum talks about the many misconceptions out there about fee disclosure regulations.
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Ary Rosenbaum talks about how the retirement plan business is a relationship driven business and some tips on how to deal with it.
Check that401ksite.com for further information on all our live events including That 401(k) Conference in Las Vegas on Friday, January 21, 2022.
Ary Rosenbaum talks about the absurd 401(k) plan sponsor facts that are actually true.
Check out that401ksite.com for all our future in-person and virtual events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about why plan sponsors aren unaware of errors because they think everything is OK.
Please check that401ksite.com for all our live events including Las Vegas and Miami in 2022.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about plan providers and some bad reasons why plan sponsors hire them.
Check that401ksite.com for further information on all our events, including That 401(k) Conference in Las Vegas on Friday, January 21, 2022 and That 401(k) National Virtual Conference, the following week.
Ary Rosenbaum talks about the issues that 401(k) plan sponsors need to know now, issues that "everyone is talking about."
Go to that40ksite.com to learn more about That 401(k) Conference in Las Vegas on Friday, January 21, 2022.
Ary Rosenbaum discusses some of the unpleasant truths about the retirement plan business.
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Join Us in Las Vegas on Friday, January 21, for That 401(k) Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about simple concepts that most 401(k) plan sponsors may not be aware of.
Check that401ksite.com for further information on That 401(k) Conference in Las Vegas on Friday, January 21, 2022.
Ary Rosenbaum talks about retirement plan providers that 401(k) plan sponsors should avoid.
For more information on all our events, go to that401ksite.com for further information.
Ary Rosenbaum (The Rosenbaum Law Firm) talks about the rules of 401(k) plan provider engagement for plan sponsors.
Check that401ksite.com for further information on all our live events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about great 401(k) ideas that are awful in practice.
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Ary Rosenbaum "spills the tea" on the unprofessionalism of some retirement plan providers to illustrate how you shouldn't act like other plan providers.
Check that401ksite.com on more information on all our events including That 401(k) Conference in St. Louis, next week, on Friday, September 10th,
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how 401(k) plan sponsors really need to sweat the small stuff.
Check out that401ksite.com for further information on all our events.
That 401(k) Conference will be live in St Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.
Las Vegas event will be held on Friday, January 21, 2022.
Ary Rosenbaum talks about the need for 401(k) plan sponsors to be organized and what they need to do, to be organized.
Check that401ksite.com for our live events in St. Louis, Minneapolis, Houston, and Las Vegas.
Ary Rosenbaum talks about how retirement plan sponsors can maximize their contributions and tax deductions through plan design tools and different retirement plans.
Check that401ksite.com on information on all of our events including That 401(k) Conference in St. Louis on September 10th, Minneapolis on September 24th, and Houston on September 29th.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how financial advisors an help start or grow their 401(k) business.
Check out that401ksite.com for more information on our live events this September in St. Louis, Minneapolis, and Houston.
Ary Rosenbaum talks about some unpleasant facts for 401(k) plan sponsors and a discussion about the movie Airplane!
Check that401ksite.com for information on our live events
That 401(k) Conference in St. Louis is Friday, September 10
That 401(k) Conference in Minneapolis is Friday, September 24
That 401(k) Conference in Houston is Wednesday, September 29
Ary Rosenbaum talks about the mistakes that plan sponsors make in hiring 401(k) plan providers.
Go to that401ksite.com on further information about That 401(k) Conference events that will take place in September
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about all the changes going on in the 401(k) business that will affect plan sponsors as we are in the second part of 2021.
Check that401ksite.com for further information on all our live events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the need for 401(k) plan sponsors to be pro-active, rather than reactive.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how retirement plan providers can think differently, as well as how pro wrestling can give you ideas as a retirement plan provider.
Go to that401ksite.com for more information on all our live events, including That 401(k) Networking Event and Mets Game on July 28th at CitiField.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about plan provider gimmicks and what 401(k) plan sponsors need to delineate between stuff and fluff.
Check out that401ksite.com for more information on all our live events including a Mets game on July 28th and That 401(k) Conference returning live in St. Louis, Minneapolis, and Houston this September.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) breaks down on what an Investment Policy Statement is and what it's not.
Check that401ksite.com on all our live events including a Mets game on July 28.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the genesis and history of his payroll provider 401(k) articles as he releases the 12th edition of it.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about dying organizations and the common threads that plan providers should avoid.
Check out that401ksite.com for further information on all our live events including a Networking Event on Wednesday, July 28th at Citi Field.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the reasons why 401(k) plan sponsors need to care about their plan and discussions of the 1996 movie, The Fan.
Check out that401ksite.com for more information on all our live events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about substitutions that 401(k) plan sponsors can't afford to make.
Check out that401ksite.com for more information on our events in St. Louis on Friday, September 10, Minneapolis on Friday, September 24th, and Houston on Wednesday, September 29th.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the long term effect of COVID on 401(k) Plan Providers, after the pandemic finally ends.
Check that401ksite.com for further information on all our virtual and live events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the problems of plan provider contracts and the issues surrounding them.
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Ary Rosenbaum (The Rosenbaum Law Firm) talks about how good retirement plans don't just happen by accident.
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Ary Rosenbaum talks about the tedious tasks that many 401(k) plan sponsors don't pay attention to, but should.
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Ary Rosenbaum talks about the signs that a retirement plan might be in trouble.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about retirement plan provider gimmicks that all plan sponsors need to be aware of.
Check that401ksite.com for more information on That 401(k) Conference returning this September.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how 401(k) plan providers can stay out of trouble.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the problems and perils he's seen when a plan sponsors changes their TPA.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the lame plan sponsor excuses on why they don't take care of their 401(k) plan and why it's lame.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the weird things that he has seen happen to 401(k) plans.
For more information, check out that401ksite.com for That 401(k) National Virtual Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the bad behavior you shouldn't replicate as a plan provider.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about The Godfather movies and uses some dialogue to see how that fits in with the role of a 401(k) plan sponsor.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the different ways that plan sponsors can outsource their fiduciary liability as plan providers.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the death of Mr. Hooper and how that it relates to plan sponsor's responsibilities, just because.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about some of the topics from today that can impact 401(k) plan providers.
Check that401ksite.com for more information on all events including That 401(k) National Virtual Conference in January 2022.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the problems that plan sponsors may encounter in changing their third party administrator (TPA).
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) discusses the ways that a plan sponsor can avoid getting ripped off by a plan provider that goes bad.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about when plan sponsors need to tailor their 401(k) plan to their needs.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about how plan providers can be elite providers.
Go to that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about when a 401(k) plan sponsor should fire their advisor.
Check that401ksite.com for further information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) takes a Curb Your Enthusiasm approach to 401(k) industry rules, practices, and habits that annoy him.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the Cycle 3 Restatement Process and the impact on plan sponsors.
Check that401ksite.com for further information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about his ideas for what makes better 401(k) plan provisions.
Go to that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the big concepts that 401(k) plan providers forget about.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) discusses stuff that won't help a retirement sponsor limit their liability that everyone thinks might offer them a layer of protection.
Check that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the instances where a 401(k) plan sponsor needs to fire their TPA.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the real and exaggerated threats to 401(k) plan sponsors.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about 2021 challenges for 401(k) plan providers as 2020 comes to a conclusion.
Check that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) tries to solve the mystery of what a third party administrator does.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) who was a former employee at too many times, talks about the issues of dealing with former employees.
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Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what plan sponsors should be doing as they reach 2021.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the need for plan sponsors to fall back in their role with December 31st coming soon.
Check that401ksite.com for That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about some of the bad business choices to avoid as a 401(k) plan provider.
Check that401ksite.com for more information on all the virtual events including That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) discussed how and why the buck stops with plan sponsors, no matter the problem.
Check that401ksite.com for all events including That 401(k) National Virtual Conference with special guest Walt Frazier on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the nuts and bolts of voluntary compliance and self correction programs.
Check out that401ksite.com for more information on our events.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about the good, the bad, and the ugly of plan providers.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about Pooled Employer Plans for Pooled Plan Providers.
For more information on That 401(k) Virtual Conference and That 401(k) National Virtual Conference, check out that401ksite.com
Ary Rosenbaum talks about the 401(k) plan provisions that are bad ideas.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about many tasks that 401(k) plan sponsors should be doing and aren't.
Check out that401ksite.com for further information on That 401(k) National Virtual Conference on January 21-22, 2021.
Ary Rosenbaum talks about the hidden liability pitfalls that plan sponsors need to avoid.
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Ary Rosenbaum on the 100th episode of That 401(k) Podcast, talks about key 401(k) concepts that plan sponsors should know about.
Check that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2020.
Ary Rosenbaum talks about the main ingredients you need for building a successful retirement plan practice.
Check that401ksite.com for further information on That 401(k) Virtual Conference 5 (August 14th); That 401(k) Virtual Bunch (Augist 13th); and That 401(k) National Virtual Conference (January 21-22, 2021).
Ary Rosenbaum talks about the merits of hiring a good ERISA auditing firm.
Check that401ksite.com for more information about That 401(k) Virtual Conference on Friday, August 14th, and That 401(k) Virtual National Conference on January 21-22, 2021.
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some of the issues that plan sponsors need to listen to.
Check that401ksite.com for further information on That 401(k) Conference, That 401(k) National Virtual Conference (January 21-22, 2021), That 401(k) Virtual Bunch, and That 401(k) Virtual Conference 5 (August 14, 2020).
Ary Rosenbaum talks about attitudes that are held by plan sponsors that will cause them harm.
Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference.
Ary Rosenbaum talks about how plan providers can keep clients during these challenging times.
Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference 4.
Ary Rosenbaum talks about TPA referrals and why plan sponsors need to vet them.
Check that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference 4 on July 10th.
Ary Rosenbaum talks about some of the new DOL and IRS guidance that has been released during this pandemic.
Check out that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference.
Ary Rosenbaum talks about the new e-disclosure rule and the impact it will have on the retirement industry.
Check that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference.
Ary Rosenbaum talks about marketing ideas for how independent TPAs can deal with Payroll Provider TPAs.
Check out that401ksite.com for more information on That 401(k) Conference and some of our virtual events.
Ary Rosenbaum talks about Payroll Provider TPAs and the articles that helped grow his business when he went out on his own.
Check that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference
Ary Rosenbaum discusses some more plan sponsor concerns to consider during this Coronavirus Pandemic.
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Ary Rosenbaum talks about the steps that plan sponsor can take in avoid being a mark for trouble in their role as 401(k) plan fiduciaries.
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Ary Rosenbaum talks about tips he has for plan providers during these turbulent times (the COVID-19 epidemic)
Check that401ksite.com for more information on That 401(k) Conference.
Sign up for That 401(k) Virtual Conference 3 on Friday, June 5th.
Ary Rosenbaum talks again about his experiences working at a semi-prestigious law firm and how that resulted in the creation of The Rosenbaum Law Firm, 10 years ago.
Check that401ksite.com for further information on That 401(k) Conference and That 401(k) Virtual Conference 2
Ary Rosenbaum talks about how the road to hell is paved with good intentions for plan sponsors in their role as plan fiduciaries.
For more information on That 401(k) Conference, please check out that401ksite.com.
Ary Rosenbaum talks about the problems of plan documents, that could be costly to plan sponsors.
Check out that401ksite.com for more information on That 401(k) Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about more concerns for plan providers as it concerns the Coronavirus Concerns and the CARES Act.
Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) Virtual Conference.
Ary Rosenbaum talks about the CARES Act and the provisions concerning retirement plans, as it relates to the coronavirus.
Check that401ksite.com for further information on That 401(k) Virtual Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about Coronavirus concerns for Plan Providers and how they can deal with a changing business environment.
Check out that401ksite.com for further information on That 401(k) Conference,
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the turd in the punch bowl and how opinions may rub people the wrong way in the retirement plan business.
Check out that401ksite.com for more information on That 401(k) Conference.
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and hat401ksite.com) talks about his two cents for plan providers, based on almost 22 years as an ERISA attorney.
See that401ksite.com for further information on That 401(k) Conference.