That 401(k) Podcast

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That 401(k) Podcast from that401ksite.com is hosted by ERISA Attorney Ary Rosenbaum

that401ksite.com


    • Sep 25, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 23m AVG DURATION
    • 420 EPISODES


    Search for episodes from That 401(k) Podcast with a specific topic:

    Latest episodes from That 401(k) Podcast

    #420: That One About 401(k) Recordkeepers Using Data to Wet Their Beak

    Play Episode Listen Later Sep 25, 2026 15:33


    Ary Rosenbaum talks about how plan sponsors should be wary of 401(k) plan record keepers using participant data to wet their beak.

    #419: That One When Lightning Strikes A 401(k) Plan

    Play Episode Listen Later Sep 18, 2026 20:03


    Ary Rosenbaum incorporates one of his favorite Aerosmith songs as a warning to 401(k) plan sponsors, and the need to listen to the thunder.

    #418: That One About 401(k) Plan Sponsors Being The Danger

    Play Episode Listen Later Sep 11, 2026 19:37


    ARY ROSENBAUM talks about 401(k) plan sponsors not being aware that they can be the danger top their plan.

    #417: That One About 401(k) Plan Provider Turnover

    Play Episode Listen Later Sep 4, 2026 20:30


    Ary Rosenbaum talks about one of his favorite topics, employee turnover at plan providers.

    #416; That One About The PEO Roach Motel

    Play Episode Listen Later Aug 28, 2026 17:08


    Ary Rosenbaum talks about the PEO Roach Motel, how it's easy for an employer to join one, but very difficult to leave.

    #415: That One About The TPA Not Being A Plan Sponsor's Insurance Policy

    Play Episode Listen Later Aug 21, 2026 16:16


    Ary Rosenbaum talks about why plan sponsors can't rely completely on a TPA because they're still on the hook for liability. 

    #414: That One About Plan Providers Not Selling What Sponsor Don't Need

    Play Episode Listen Later Aug 14, 2026 22:32


    Ary Rosenbaum talks about on his favorite topics, how 401(k) Plan Providers should not try to sell things that 401(k) plan sponsor don't really need. 

    #413: That One About Plan Providers Needing To Stop Selling What Plan Sponsors Don't Need

    Play Episode Listen Later Aug 7, 2026 19:06


    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.

    #412: That One About Acquisitions and 401(k) Plans

    Play Episode Listen Later Jul 31, 2026 17:38


    ARY ROSENBAUM talks about the issues of corporate acquisitions and why it's costly to ignore the retirement plans.

    #411: That One About The Headaches of Employees in 401(k) Plans

    Play Episode Listen Later Jul 24, 2026 17:42


    The former malcontent employee brings up the compliance headaches of having employees in a 401(k) plan because the rules are the rules.

    #410: The One About The Cheapest 401(k) Plan is the Most Expensive

    Play Episode Listen Later Jul 17, 2026 19:46


    Ary Rosenbaum talks about the idea that the cheapest 401(k) plan can be the most expensive one. 

    #409: That One About 401(k) Shiny Objects Not Belonging In Every Plan

    Play Episode Listen Later Jul 10, 2026 21:25


    ARY ROSENBAUM talks about why not every shiny object belong is a 401(k) plan. What works for most, may not work for all. 

    #408: That One About Plan Providers Needing To Invest In Training

    Play Episode Listen Later Jul 3, 2026 20:57


    Ary Rosenbaum talks about 401(k) plan providers needing to invest in training their employees.

    #407: That One about Eligibility Failures

    Play Episode Listen Later Jun 26, 2026 18:40


    Ary Rosenbaum talks about eligibility and entry dates and why such a simple concept can cause headaches.

    #406: That One About 401(k) Payroll Providers Being a Convenience Trap

    Play Episode Listen Later Jun 19, 2026 18:55


    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.

    #405: That One About Bad Culture and 401(k) Plans

    Play Episode Listen Later Jun 12, 2026 18:43


    Ary Rosenbaum talks about bad culture and 401(k) plans, and why they are linked. 

    #404: That One About Who Is That Plan Provider's Hardest Competitor

    Play Episode Listen Later Jun 5, 2026 18:18


    Ary Rosenbaum talks about who a plan provider's greatest competitor is, and it's surprising. 

    #403: That One About Le Creuset and 401(k) Plans

    Play Episode Listen Later May 29, 2026 19:13


    Ary Rosenbaum talks about the marketing of Le Creuset and how you can make comparisons to running a 401(k) plan.

    #402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds

    Play Episode Listen Later May 22, 2026 16:19


    Simplicity is the ultimate sophistication is what Steve Jobs said. ARY ROSENBAUM says that should be the same for 401(k) plans.

    #401: That One About The Small Things That Hurt 401(k) Plans

    Play Episode Listen Later May 15, 2026 16:31


    ARY ROSENBAUM talks about the small things that can trouble a 401(k) plan and the need for checklists.

    #400: That One About The Plan Provider Handbook Being Broken

    Play Episode Listen Later May 8, 2026 22:15


    ARY ROSENBAUM talks about how the 401(k) plan provider handbook as we know it, is broken.

    #399: That One About A 401(k) Plan Sponsor Firing Their Vendor

    Play Episode Listen Later May 1, 2026 19:19


    ARY ROSENBAUM talks about when a plan sponsor may have to fire their plan provider or threaten to fire them.

    #398: That One About Survivor and 401(k) Plans

    Play Episode Listen Later Apr 24, 2026 19:34


    As a Survivor fan, Ary Rosenbaum talks about the similarities between Survivor and 401(k) plans.

    #397: That One About Alternative Investments in 401(k) Plans

    Play Episode Listen Later Apr 17, 2026 19:47


    Ary Rosenbaum talks about the DOL proposals on allowing alternative investments on 401(k) plans and why plan sponsors shouldn't be guinea pigs. 

    #396: That One About Plan Providers Needing To Pick Up The Phone

    Play Episode Listen Later Apr 10, 2026 20:27


    Ary Rosenbaum talks about how 401(k) plan providers can't wait to let the phone ring.

    #395: That One About Not Turning The 401(k) Plan into a Soap Opera

    Play Episode Listen Later Apr 3, 2026 19:05


    Ary Rosenbaum talks about how plan sponsors can and should avoid turning their 401(k) plan into a soap opera.

    #394: That One About Changing Plan Providers Might Do Some Good

    Play Episode Listen Later Mar 27, 2026 20:24


    Ary Rosenbaum talks about changing 401(k) plan providers and when it makes sense.

    #393: That One About What New Plan Providers Would Do Tomorrow

    Play Episode Listen Later Mar 20, 2026 19:53


    In this special Les Miserables themed episode, Ary Rosenbaum talks about what good plan providers would do the day after taking over your plan.

    #392: That One About Changing Payroll Providers Is A Big 401(k) Event

    Play Episode Listen Later Mar 13, 2026 16:16


    Ary Rosenbaum talks about the issues of changing payroll providers and how it can be problematic as it pertains to the 401(k) plan.

    #391: That One About Risk Mitigation For 401(k) Plan Providers

    Play Episode Listen Later Mar 6, 2026 18:57


    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.

    #390: That One About Misconceptions About 4019k)

    Play Episode Listen Later Feb 27, 2026 18:10


    Ary Rosenbaum talks about major misconceptions that plan sponsors have about 401(k) TPAs.

    #389: That One About Cybersecurity

    Play Episode Listen Later Feb 20, 2026 18:17


    ARY ROSENBAUM talks about cybersecurity and the issues for 401(k) plan sponsors.

    #388: That One About Why Plan Sponsors Should Not Withhold Information

    Play Episode Listen Later Feb 13, 2026 18:02


    Ary Rosenbaum talks about the information that 401(k) plan sponsors can't withhold from their plan providers.

    #387: That One About 401(k) Plan Providers and Catch Up Contributions

    Play Episode Listen Later Feb 6, 2026 17:48


    Ary Rosenbaum talks about the new catch up rules and why plan providers will be blamed when things go sideways.

    #386: That One About 401(k) Committees

    Play Episode Listen Later Jan 30, 2026 16:44


    Ary Rosenbaum, once again, talks about one of his agonizing topics, the problems with 401(k) committees.

    #385: That One About The Problems Of 401(k) Catch-Up

    Play Episode Listen Later Jan 23, 2026 17:27


    Ary Rosenbaum talks about the problems of 401(k) Catch-Up, thanks to the minds in Washington. 

    #384: That One About Why Small Plans Need Big Thinking

    Play Episode Listen Later Jan 16, 2026 17:25


    Ary Rosenbaum talks about small plans and why there is a myth that they don't need help like big plans.

    #383: That One About The Good, The Bad, and The Fiduciary

    Play Episode Listen Later Jan 9, 2026 19:17


    ARY ROSENBAUM mixes his love for 401(k) plans and Sergio Leone movies into one big podcast.

    #381: That One About That 401(k) Plan Provider handbook

    Play Episode Listen Later Jan 2, 2026 25:48


    ARY ROSENBAUM talks about his newest book and how it's been 27 years in the making. 

    #381: That One Abut Auto 401(k) Features

    Play Episode Listen Later Dec 26, 2025 17:52


    ARY ROSENBAUM is talking about auto 401(k0 features and the problems they represent,

    #380: That One About Plan Compensation issues

    Play Episode Listen Later Dec 19, 2025 15:20


    Ary Rosenbaum talks about plan compensation issues and why it can be a silent killer for plans.

    #379: That One About Terminated 401(k) Plans

    Play Episode Listen Later Dec 12, 2025 20:00


    Ary Rosenbaum talks about the compliance perils of terminating a 401(k) plan.

    #378: That One About The Hunger Games For 401(k) Plan Providers

    Play Episode Listen Later Dec 5, 2025 20:30


    Ary Rosenbaum talks about the Hunger Games for 401(k) Plan Providers with all the crazy changes in the 401(k) business.

    #377: That One About The 401(k) Bermuda Triangle

    Play Episode Listen Later Nov 28, 2025 17:10


    Ary Rosenbaum with another episode on the peril of missing participants and his love for disaster movies.

    #376: That One About 2026 Is Testing Every 401(k) Plan Sponsor

    Play Episode Listen Later Nov 21, 2025 19:10


    Ary Rosenbaum talks about 2026 and the Rocky movies and how it's going to test every plan sponsor because time is undefeated.

    #375: That One About A 401(k) Plan Sponsor Being Like An NFL Head Coach

    Play Episode Listen Later Nov 14, 2025 17:31


    Ary Rosenbaum talks about the similarities about being a 401(k) plan sponsor and being an NFL Head coach.

    #374: That One About 401(k) Plan Providers Needing To Focus On Retirement Ouctomes

    Play Episode Listen Later Nov 7, 2025 20:23


    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.

    #373: That One About 401(k) Plan Policies

    Play Episode Listen Later Oct 31, 2025 20:18


    Ary Rosenbaum talks about 401(k) plan policies that plan sponsors should consider putting in place.

    #372: That One About 401(k) Plans being an employee benefit

    Play Episode Listen Later Oct 24, 2025 17:23


    ARY ROSENBAUM talks about how 401(k) plans can and should be an employee benefit, and what plan sponsors need to do.

    #371: That One About The 2026 Catch Up Rule Change Being A Hot Mess

    Play Episode Listen Later Oct 17, 2025 16:25


    ARY ROSENBAUM talks about the upcoming 2026 Roth change and how it will be a hot mess, as Lucille Bluth would say.

    #370: That One About 401(k) Plans Being An Employee Benefit

    Play Episode Listen Later Oct 10, 2025 20:44


    ARY ROSENBAUM, talks about how plan sponsors need to remind themselves that a 401(k) plan is an employee benefit.

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