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  • #100: That One About Key 401(k) Concepts For Plan Sponsors August 7, 2020
    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.
    that401ksite.com
  • #99: That One About The Main Ingredients For Building A Retirement Plan Practice July 31, 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).
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  • #98: That One About Hiring A Good Auditing Firm July 24, 2020
    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.
    that401ksite.com
  • #97: That One Which Plan Sponsors Should Listen To July 17, 2020
    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).
    that401ksite.com
  • #96: That One About Attitudes That Get Plan Sponsors Into Trouble July 10, 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.
    that401ksite.com
  • #95: That One About Keeping Clients During This Pandemic July 3, 2020
    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.
    that401ksite.com
  • #94: That One About Plan Sponsors Vetting TPA Referrals June 26, 2020
    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.
    that401ksite.com
  • #93: That One About New 401(k) Guidance June 19, 2020
    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.
    that401ksite.com
  • #92: The One About The New E-Disclosure Rule June 12, 2020
    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. 
    that401ksite.com
  • #91: That One About How TPAs Can Compete With Payroll Provider TPAs June 5, 2020
    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.
    that401ksite.com