Filtrer par genre
- 293 - #293: That One About Retirement Plan CatastrophesFri, 19 Apr 2024 - 20min
- 292 - #292: That One About Plan Sponsors Setting Up A New Retirement Plan
Ary Rosenbaum talks about the issues of retirement plan sponsors setting up a new retirement plan that they might not be aware of.
Fri, 12 Apr 2024 - 18min - 291 - #291: That One About Struggles As A Retirement Plan ProviderFri, 05 Apr 2024 - 24min
- 290 - #290: That One About Plan Sponsors Thinking Everything is OKFri, 29 Mar 2024 - 15min
- 289 - #289: That One About Plan Sponsors Turning The Lights Back On
Ary Rosenbaum talks about how plan sponsors can turn the lights back on, and take care of their 401(k) plan.
Fri, 22 Mar 2024 - 22min - 288 - #288: That One About The Dark Side of the 401(k) Business
Ary Rosenbaum talks about the dark side of the 401(k) plan business that plan sponsors need to be aware of.
Fri, 15 Mar 2024 - 18min - 287 - #287: That One About Plan Providers Needing To Be Secure After SECURE
Ary Rosenbaum talks about what plan providers need to consider for their practice after SECURE and SECURE 2.0.
Fri, 08 Mar 2024 - 22min - 286 - #286: That One About The Duty Must Change For 401(k) Plan Sponsors
Ary Rosenbaum talks about how 401(k) plan sponsors need to break the cycle of neglect and poor management.
Fri, 01 Mar 2024 - 22min - 285 - #285: That One About Plan Options That 401(k) Plan Sponsors Should Pass On
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.
Fri, 23 Feb 2024 - 22min - 284 - #284: That One About Tasks That Plan Sponsors Can't Neglect
Ary Rosenbaum talks about tasks that plan sponsors can't afford to neglect in running their 401(k) plan.
Fri, 16 Feb 2024 - 24min - 283 - #283: That One About What Other 401(k) Plan Providers aren't doing
Ary Rosenbaum talks about what plan providers can do to increase business: do what other plan providers aren't doing.
Fri, 09 Feb 2024 - 27min - 282 - #282: That One About Plan Sponsors Needing To Sweat The Small Stuff
Ary Rosenbaum talks about plan sponsors needing to sweat the small stuff in all aspects of managing their 401(k) plan.
Fri, 02 Feb 2024 - 16min - 281 - #281: The One About Plan Sponsors Rebooting Their 401(k) Plan
Ary Rosenbaum talks about how plan sponsors can reboot their 401(k) plan through simple plan provision changes.
Fri, 26 Jan 2024 - 21min - 280 - #280: The One About Signs That The 401(k) Plan Is In Good Shape
Ary Rosenbaum talks about how a plan sponsor can see signs that things in their 401(k) plan are working well.
Fri, 19 Jan 2024 - 20min - 279 - #279:That One About 401(k) Provisions Giving A Better BenefitFri, 12 Jan 2024 - 21min
- 278 - #278: That One About Mistakes To Avoid As a Plan ProviderFri, 05 Jan 2024 - 25min
- 277 - #277: That One About Quirky 401(k) Plan RulesFri, 29 Dec 2023 - 20min
- 276 - #276: That One About Engine Lights for 401(k) Plan SponsorsFri, 22 Dec 2023 - 22min
- 275 - #275: That One About Mantras For 401(k) Plan SponsorsFri, 15 Dec 2023 - 21min
- 274 - #274: That One About Struggles For Retirement Plan Providers
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.
Fri, 08 Dec 2023 - 27min - 273 - #273: That One Where 401(k) Plan Sponsors Might Have A Problem With Their Plan
Ary Rosenbaum talks about situations and problems that show 401(k) plan sponsors, that there could be an issue with their 401(k) plan.
Mon, 27 Nov 2023 - 20min - 272 - #272: That One About What Plan Providers Says Is True
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.
Wed, 22 Nov 2023 - 24min - 271 - #271: That One About Not Leaving 401(k) Providers Off The Hook
Ary Rosenbaum talks about when 401(k) plan sponsors should not let plan providers off the hook. Check that401ksite.com for more information on events.
Fri, 17 Nov 2023 - 23min - 270 - #270: That One About Firing The 401(k)’s AdvisorFri, 10 Nov 2023 - 21min
- 269 - #269: That One About The Future For Plan Providers
The future is the undiscovered country and Ary Rosenbaum brings up ideas on issues that could be the future in the retirement plan space.
Fri, 03 Nov 2023 - 21min - 268 - #268: That One About The Involuntary Cash-Out Rule
Ary Rosenbaum talks about the involuntary cash-out rule and why every 401(k) plan sponsors should have it.
Mon, 23 Oct 2023 - 20min - 267 - #267: That One About Plan Provider ContractsFri, 20 Oct 2023 - 16min
- 266 - #266: That One About Questions Never Asked Of 401(k) Plan ProvidersFri, 13 Oct 2023 - 19min
- 265 - #265: That One About Financial Advisors Needing To Value TPAs and Plan Design
Ary Rosenbaum talks about retirement plan design and TPAs, and why financial advisors nee to value both.
Fri, 06 Oct 2023 - 21min - 264 - #264: The Smaller The 401(k) Plan, The Bigger The Problems
Ary Rosenbaum talks about the contradiction in 401(k) plans that smaller plans have bigger issues. Check that401ksite.com for further information on all our events.
Fri, 29 Sep 2023 - 20min - 263 - #263: That One About Not Picking The Cheapest ProviderFri, 22 Sep 2023 - 16min
- 262 - #262: That One About Provisions That May Make A 401(k) Plan Look Like A RelicFri, 15 Sep 2023 - 21min
- 261 - #261: That One About Mutual Fund Company TPAsFri, 08 Sep 2023 - 18min
- 260 - #260: That One About Plan Providers Nitpicking On Fees
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.
Fri, 01 Sep 2023 - 29min - 259 - #259: That One About Fearing The DOL AuditFri, 25 Aug 2023 - 21min
- 258 - #258: That One About Plan SymptomsFri, 18 Aug 2023 - 20min
- 257 - #257: That One About Missing Documents
Ary Rosenbaum talks about missing documents that a 401(k) plan sponsor can't afford, to have missing.
Fri, 11 Aug 2023 - 21min - 256 - #256: The One About How Plan Providers Can Be Good PeopleFri, 04 Aug 2023 - 33min
- 255 - #255: That One About Factors For Hiring Plan Providers That Are Overrated
Ary Rosenbaum talks about factors for hiring retirement plan providers that are completely overrated.
Fri, 28 Jul 2023 - 20min - 254 - #254: That One About Hiring Plan ProvidersAs Fiduciaries
Ary Rosenbaum talks about what plan sponsors need to look for, when hiring plan sponsors as plan fiduciaries.
Fri, 21 Jul 2023 - 24min - 253 - #253: That One About Form 5500Fri, 14 Jul 2023 - 14min
- 252 - #252: That One About How 401(k) Enrollment Meetings Can Be Better Than Funerals
Ary Rosenbaum gives his ideas on how 401(k) enrollment meetings can be more interesting than funerals.
Fri, 07 Jul 2023 - 22min - 251 - #251: That One About When Things Don’t Look Right
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.
Fri, 30 Jun 2023 - 20min - 250 - #250: That One About Divorcing Your TPA
Ary Rosenbaum talks about when plan sponsors divorce their TPA by firing them, and how personal it might get.
Fri, 23 Jun 2023 - 15min - 249 - #249: That One About Payroll Provider TPAs
Ary Rosenbaum talks about his opinion on payroll provider TPAs and the issues of expressing opinions that trouble people.
Fri, 16 Jun 2023 - 23min - 248 - #248: That One About Financial Advisors Preparing Those 401(k) Client Meetings
Ary Rosenbaum talks about how financial advisors can prepare for those 401(k) potential client meetings for that sale.
Fri, 09 Jun 2023 - 22min - 247 - #247: That One About These Small Things That 401(k) Plan Sponsors Shouldn’t Neglect
Ary Rosenbaum talks about these small things, an allusion to Passover and things that 401(k) plan sponsors shouldn't forget.
Fri, 02 Jun 2023 - 20min - 246 - #246: That One About 401(k) Plan Provisions That Are Great IdeasFri, 26 May 2023 - 22min
- 245 - #245: That One About Plan Provider Marketing Traps That 401(k) Sponsors Should Avoid
Ary Rosenbaum is talking about plan provider marketing traps that 401(k) plan sponsors shouldn't fall for.
Fri, 19 May 2023 - 23min - 244 - #244: That One About Self Directed Brokerage AccountsFri, 12 May 2023 - 16min
- 243 - #243: That One About Plan Provider Mistakes To Avoid With Their New 401(k) Idea
Ary Rosenbaum talks about mistakes that plan provider should avoid with their new 401(k) product, service, or idea.
Fri, 05 May 2023 - 25min - 242 - #242: That One About What 401(k) Plan Sponsors Should Stop Procrastinating AboutFri, 28 Apr 2023 - 21min
- 241 - #241: That One About Hiring The Right TPA To Avoid A Headache
Ary Rosenbaum talks about how plan sponsors can simply avoid a headache by hiring the right third party administrator.
Fri, 21 Apr 2023 - 22min - 240 - #240: That One About When A 401(k) Plan Sponsor Can’t Trust Their TPA
Ary Rosenbaum talks about the situations when a 401(k) plan sponsor can't trust there third party administrator.
Fri, 14 Apr 2023 - 20min - 239 - #239: That One About 401(k) Plan Provider Bad Behaviors To AvoidFri, 07 Apr 2023 - 25min
- 238 - #238: That One About Automatic Enrollment
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.
Tue, 28 Mar 2023 - 19min - 237 - #237: That One About The Top 10 Wrong Ideas That Plan Sponsors Have About Their Retirement PlansFri, 24 Mar 2023 - 21min
- 236 - #236: That One About It Being The 401(k) Plan Sponsor’s JobFri, 17 Mar 2023 - 22min
- 235 - #235: That One About To PEP or NotTo PEPFri, 10 Mar 2023 - 24min
- 234 - #234: That One About Out Of The Box Ideas For Plan ProvidersFri, 03 Mar 2023 - 21min
- 233 - #233: That One About Independent ERISA Attorneys
Ary Rosenbaum talks about the value of an independent ERISA attorneys, as well as an update on our live events.
Fri, 24 Feb 2023 - 20min - 232 - #232: That One About Major Plan Disasters
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.
Fri, 17 Feb 2023 - 32min - 231 - #231: That One About The K.I.S.S. Theory and Plan Options
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.
Fri, 10 Feb 2023 - 18min - 230 - #230: That One About SECURE 2.0 for Plan Providers
Ary Rosenbaum talks about SECURE 2.0 and the provisions that might impact and interest 401(k) plan providers.
Fri, 03 Feb 2023 - 27min - 229 - #229: That One About Plan Sponsors Encouraging Participants To Defer
Ary Rosenbaum talks about the way that 401(k) Plan Sponsors can encourage plan participants to defer in a 401(k) plan.
Fri, 27 Jan 2023 - 25min - 228 - #228: That One On 401(k) Options To PassFri, 20 Jan 2023 - 15min
- 227 - #227: That One About SECURE 2.0 forPlan SponsorsFri, 13 Jan 2023 - 20min
- 226 - #226: That One About Bad Plan Provider Behaviors You Shouldn’t Emulate
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.
Fri, 06 Jan 2023 - 20min - 225 - #225: That One About New Years Resolutions For Plan Sponsors
Ary Rosenbaum talks about New Year's Resolutions for 401(k) Plan sponsors and what they can do to limit their liability. Check that401ksite.com for more information on all our live events.
Fri, 30 Dec 2022 - 16min - 224 - #224: That One About 401(k) Issues That Could Use More Government Guidance
Ary Rosenbaum with another episode on That 401(k) Podcast, talking about issues that could use some more help from the government. Check out that401ksite.com for more information on all our live events.
Fri, 23 Dec 2022 - 22min - 223 - #223: That One About Terminating A 401(k) Plan
Ary Rosenbaum talks about terminating a 401(k) plan and the issues for plan sponsors. Check that401ksite.com for more information on all our live events.
Fri, 16 Dec 2022 - 20min - 222 - #222: That One About 2022 End of Year Tips for Plan Sponsors
It's that time of the year as Ary Rosenbaum gives some tips for plan sponsors, to get ready for 2023. Check that401ksite.com for further information on all our live events.
Fri, 09 Dec 2022 - 21min - 221 - #221: That One About Increasing Attendance At 401(k) Events
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.
Fri, 02 Dec 2022 - 24min - 220 - #220: That One About Strange Things That 401(k) Plan Sponsors Should Be Aware Of
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.
Fri, 25 Nov 2022 - 20min - 219 - #219: That One About A Plan Sponsor’s Guide To Hire A Financial Advisor
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
Fri, 18 Nov 2022 - 21min - 218 - #218: That One About 401(k) Problems Looking For Solutions
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.
Fri, 11 Nov 2022 - 20min - 217 - #217: That One About My Unfiltered 401(k) Views
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.
Fri, 04 Nov 2022 - 30min - 216 - #216: That One About 401(k) Errors That Should Require A Plan Provider Change
Ary Rosenbaum talks about the errors in a 401(k) plan that plan sponsors should use as a reason to fire a plan provider. Check that401ksite.com for further information on all our live events.
Fri, 28 Oct 2022 - 20min - 215 - #215: That One About What Plan Sponsor’s Guide To Hiring A Financial Advisor
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.
Fri, 21 Oct 2022 - 26min - 214 - #214: That One About Behaviors That Plan SponsorsShould Avoid With Their Plan Providers
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,
Fri, 14 Oct 2022 - 28min - 213 - #213: The Laurita Rules for Plan Providers
Ary Rosenbaum talks about the late great Rich Laurita and the lessons he learned from the greatest TPA salesperson he ever knew. Check that401ksite.com for further information on all our live events.
Fri, 07 Oct 2022 - 27min - 212 - #212: That One About 401(k) Plan Notices
Ary Rosenbaum talks about required 401(k) plan notices and the headaches that ensue. Check that401ksite.com for further information on all our live and virtual events.
Fri, 30 Sep 2022 - 21min - 211 - #211: That One About Concepts That 401(k) Plan Sponsors Aren’t Aware Of
Ary Rosenbaum talks about some of the concepts that 401(k) plan sponsors aren't aware of. Check that401ksite.com for further information on all our live events.
Fri, 23 Sep 2022 - 22min - 210 - #210: That One About How Good Retirement Plans Don’t Happen By Accident
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.
Fri, 16 Sep 2022 - 22min - 209 - #209: Behaviors Plan Sponsors Should Avoid With 401(k) Plan Providers
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.
Fri, 09 Sep 2022 - 22min - 208 - #208: That One About How Advisors Lose Clients In A Flash
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.
Fri, 02 Sep 2022 - 20min - 207 - #207: That One About Retirement Plan Commitees
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.
Fri, 26 Aug 2022 - 22min - 206 - #206: That One About 401(k) Plan Provisions To Tinker With
Ary Rosenbaum talks about the plan provisions within a 401(k) plan that might be worth, tinkering with. Check that401ksite.com for further information on all our live events.
Fri, 19 Aug 2022 - 16min - 205 - #205: That One About What Plan Sponsors Should Do When The Markets Go South
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.
Fri, 12 Aug 2022 - 21min - 204 - #204: That One About Mistakes That 401(k) Plan Providers Can Avoid Now
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.
Fri, 05 Aug 2022 - 20min - 203 - #203: That One About Great 401(k) Features That Cause Headaches
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.
Fri, 29 Jul 2022 - 24min - 202 - #202: That One About Bells and Whistles For 401(k) Plans At No Cost
Ary Rosenbaum talks about adding bells and whistles to 401(k) plans at very little cost that plan sponsors should consider. Check out that401ksite.com for further information on all our live events.
Fri, 22 Jul 2022 - 26min - 201 - #201: That One About How Blunders Can Cost 401(k) Plan Sponsors
Ary Rosenbaum talks about blunders that can certainly cost 401(k) plan sponsors, as well as well known corporate blunders of the past. Check that401ksite.com for further information on all our live events.
Fri, 15 Jul 2022 - 22min - 200 - #200: That One About Great 401(k) Participant Features That Can Cause Headaches
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.
Fri, 08 Jul 2022 - 21min - 199 - #199:That One About When Good Plan Providers Stumble
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.
Fri, 01 Jul 2022 - 20min - 198 - #198: That One About A Mid-2022 Plan Sponsor Update
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.
Fri, 24 Jun 2022 - 26min - 197 - #197: That One About How Plan Sponsors Can Choose Their Retirement Plan Providers
Ary Rosenbaum talks about what to look for when plan sponsors have to choose their retirement plan providers.
Fri, 17 Jun 2022 - 21min - 196 - #196: That One About How ADP and Paychex aren’t good as 401(k) TPAs
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,
Fri, 10 Jun 2022 - 28min - 195 - #195: That One About When Plan Providers Get It Right
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.
Fri, 03 Jun 2022 - 30min - 194 - #194: That One About Organization Ideas For 401(k) Plan Sponsors
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.
Fri, 27 May 2022 - 20min
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