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RSS That 401(k) Podcast

  • #158: That One About The Rules Of 401(k) Plan Provider Engagement September 17, 2021
    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.
    that401ksite.com
  • #157: That One About 401(k) Ideas That Look Great On Paper, But Awful In Practice September 9, 2021
    Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about great 401(k) ideas that are awful in practice. Check that401ksite.com for further information on all our live events.
    that401ksite.com
  • #156: The One About Not Being Like These 401(k) Plan Providers September 3, 2021
    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,
    that401ksite.com
  • #155: That One About How 401(k) Plan Sponsors Need To Sweat The Small Stuff August 27, 2021
    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 […]
    that401ksite.com
  • #154: That One About Organizational Skills For 401(k) Plan Sponsors August 20, 2021
    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.
    that401ksite.com
  • #153: That One About How Plan Sponsors Can Maximize Their Contributions August 13, 2021
    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.
    that401ksite.com
  • #152: That One About How An Advisor Can Start Or Grow Their 401(k) Business August 6, 2021
    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.
    that401ksite.com
  • #151: That One About Some Unpleasent Facts For 401(k) Plan Sponsors July 30, 2021
    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 […]
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  • #150: That One About The Mistakes In Hiring 401(k) Plan Providers July 23, 2021
    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 
    that401ksite.com
  • #149: That One About Mid-2021 Update for 401(k)Plans July 16, 2021
    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.
    that401ksite.com