That 401(k) Podcast

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

that401ksite.com


    • Jun 13, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 24m AVG DURATION
    • 353 EPISODES


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    Latest episodes from That 401(k) Podcast

    #353: That One About Payroll Provider TPAs Redux

    Play Episode Listen Later Jun 13, 2025 21:40


    Ary Rosenbaum talks again about his annual article on payroll provider TPAs and why it's a mistake for 401(k) plan sponsors.

    #352: That One About Full Circle For 401(k) Plan Providers

    Play Episode Listen Later Jun 6, 2025 17:53


    Ary Rosenbaum talks about his new book, Full Circle (coming out June 9th) and lessons that can be learned for 401(k) plan providers.

    #351: That One About Big 401(k) Plan Sponsors Concerns

    Play Episode Listen Later May 30, 2025 15:55


    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. 

    #350: That One About Why Plan Sponsors Should Be Concerned With AI

    Play Episode Listen Later May 23, 2025 19:14


    Ary Rosenbaum talks about the use of AI with 401(k) plans and the issues that plan sponsors should be concerned about.

    #349: That One About 401(k) Plan Sponsors Needing To Remember It's An Employee Benefit

    Play Episode Listen Later May 16, 2025 22:20


    Ary Rosenbaum talks about 401(k) plan sponsors needing to remember that their plan is supposed to be an employee benefit.

    #348: That One About Being Pro-Active As A 401(k) Plan sponsor

    Play Episode Listen Later May 9, 2025 21:51


    Ary Rosenbaum talks about how 401(k) plan sponsors need to be pro-active.

    #347: The One About Intangibles You Need As A 401(k) Plan Provider

    Play Episode Listen Later May 2, 2025 22:04


    Ary Rosenbaum talks about intangibles you need as a 401(k) plan provider to succeed.

    #346: That One About The Choices That 401(k) Plan Sponsors Make

    Play Episode Listen Later Apr 25, 2025 25:24


    Ary Rosenbaum talks about the choices that plan sponsors make that leads them to trouble because our lives are the sum of our choices.

    #345: That One About Why Plan Sponsors Should Be Choosy In Picking TPAs

    Play Episode Listen Later Apr 18, 2025 21:36


    Ary Rosenbaum talks about his experience as a TPA attorney and why plan sponsors need to consider who they hire as TPA.

    #344: That One About A Cheat Sheet And Hacks For A 401(k) Plan Sponsor

    Play Episode Listen Later Apr 11, 2025 20:13


    Ary Rosenbaum talks about Latin cheat sheets, getting blood out of clothes, and hacks for 401(k) plan sponsors.

    #343: That One About This Is This For 401(k) Plan Providers

    Play Episode Listen Later Apr 4, 2025 24:39


    Ary Rosenbaum talks about what plan providers can do today in 2025 and deal with the coming changes in the industry.

    #342: The One About The Good, The Bad, and The Ugly TPAs

    Play Episode Listen Later Mar 28, 2025 20:08


    Ary Rosenbaum talks about the good, the bad, and the ugly TPAs, based on his experiences.

    #341: That One About What 401(k) Plan Sponsors Have To Fear

    Play Episode Listen Later Mar 21, 2025 20:17


    Ary Rosenbaum talks about what really 401(k) plan sponsors need to fear, and it's unlikely to be a class action lawsuit.

    #340: That One About Finding A Plan Provider Who Will Be A Helping Hand

    Play Episode Listen Later Mar 14, 2025 17:59


    Ary Rosenbaum talks about why 401(k) plan sponsors need to find a plan provider who will give a helping hand.

    #339: That One About Advice For Your New 401(k) Idea

    Play Episode Listen Later Mar 7, 2025 21:33


    Ary Rosenbaum gives some advice on your next 401(k) idea, how to avoid the mistakes he's seen with new product launches.

    #338: That One About 401(k) Errors Todsy

    Play Episode Listen Later Feb 28, 2025 21:40


    Ary Rosenbaum talks about the 401(k) errors we see today, more often than other errors. 

    #337: That One About K.I.S.S. for 401(k) Plan Sponsors

    Play Episode Listen Later Feb 21, 2025 20:13


    Ary Rosenbaum talks about his theory of Keep It Simple, Stupid, and how that helps 401(k) plan sponsors minis their liability.

    #336: That One About When To Ax Your Advisor

    Play Episode Listen Later Feb 14, 2025 20:34


    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.

    #335: That One About The Dos and Don'ts of Plan Provider Networking

    Play Episode Listen Later Feb 7, 2025 21:03


    Ary Rosenbaum talks about one of his favorite subjects: the do's and don'ts of 401(k) plan provider networking.

    #334: That One About Lies That Plan Providers May Tell You

    Play Episode Listen Later Jan 31, 2025 20:33


    Ary Rosenbaum talks about plan provider lies in their sales pitch when they want you to hire them for your 401(k) plan.

    #333: That One About Plan Sponsors Needing To Get A Grip Over Hiring an ERISA Attorney

    Play Episode Listen Later Jan 24, 2025 15:25


    Ary Rosenbaum talks about how 401(k) plan sponsors need to get over the fear of hiring an ERISA attorney.

    #332: That One About Plan Providers Gimmicks That Plan Sponsors Should Forget About

    Play Episode Listen Later Jan 12, 2025 18:53


    Ary Rosenbaum talks about 401(k) plan provider gimmicks that plan sponsors should not fall for.

    #331: That One About Plan Provider Content

    Play Episode Listen Later Jan 10, 2025 21:06


    Ary Rosenbaum talks about 401(k) plan provider social media content and the secret sauce on how they can build your practice.

    #330: That One About Avoiding Turning Your 401(k) Plan Into A Natural Disaster

    Play Episode Listen Later Jan 3, 2025 13:41


    Ary Rosenbaum talks about how to avoid turning your 401(k) plan into some sort of natural disaster. 

    #329: The One About Stuff From A 401(k) Plan Provider Shouldn't Impress You

    Play Episode Listen Later Dec 27, 2024 20:10


    Ary Rosenbaum talks about stuff from a plan provider that should not impress you as a plan sponsor.

    #328: That About 2025

    Play Episode Listen Later Dec 20, 2024 21:33


    Ary Rosenbaum talks about his predictions for 2025, as it pertains to 401(k) plans.

    #327: That One About Saying No As A 401(k) Plan Sponsor

    Play Episode Listen Later Dec 13, 2024 20:43


    Ary Rosenbaum talks about when you have to say no as a 401(k) plan sponsor.

    #326: That One About How Plan Providers Should Deal With Employees

    Play Episode Listen Later Dec 6, 2024 16:53


    Ary Rosenbaum talks about how 401(k) plan providers should deal with their employees.

    #325: That One About End Of Year Tips For 401(k) Plan Sponsors

    Play Episode Listen Later Nov 29, 2024 21:19


    With December right around the corner, Ary Rosenbaum talks about tips for 401(k) plan sponsors as 2025 rolls around.

    #324: That One About Dealing With Former Employees

    Play Episode Listen Later Nov 22, 2024 19:01


    Ary Rosenbaum brings up 401(k) plans and the issues dealing with former employees. Check that401ksite.com for further information on all our events.

    #323: That One About Small Plan Sponsors Should Consider A PEP

    Play Episode Listen Later Nov 15, 2024 17:44


    Ary Rosenbaum talks about how small plan (SEP, SIMPLE) sponsors should consider joining a PEP.

    #322: That One About The Telling The Truth As A 401(k) Plan Provider

    Play Episode Listen Later Nov 8, 2024 23:35


    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.

    #321: That One What 401(k) Plan Providers Never Tell Plan Sponsors

    Play Episode Listen Later Nov 1, 2024 21:35


    Ary Rosenbaum talks about stuff that plan providers are not going to volunteer to plan sponsors about. 

    #320: That One About Scams and Cons That Plan Sponsors Should Avoid

    Play Episode Listen Later Oct 25, 2024 21:14


    Ary Rosenbaum talks about scams and cons that plan sponsors should be aware of, and avoid.

    #319: That One About SDBAs giving Plan Sponsors A Good Headache

    Play Episode Listen Later Oct 18, 2024 21:23


    Ary Rosenbaum talks about self directed brokerage accounts and how plan sponsors can get a good headache by offering them.  

    #318: That One About Having No Surprises for IRS Audits

    Play Episode Listen Later Oct 11, 2024 20:51


    Ary Rosenbaum talks about the areas that a plan sponsor should focus on in avoiding any type of surprise on a 401(k) audit.

    #317: That One About Consolidation As A Plan Provider

    Play Episode Listen Later Oct 4, 2024 22:19


    Ary Rosenbaum talks about consolidation in the retirement plan business and what a plan provider has to do.

    #316: That One About Airplane! and Surely Things Plan Sponsors Should Do

    Play Episode Listen Later Sep 27, 2024 20:30


    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!

    #315: That One About Predictions About The 401(k) Industry

    Play Episode Listen Later Sep 20, 2024 22:10


    Ary Rosenbaum talks about his predictions of what will happen in the 401(k) industry because they will be inevitable.

    #314: That One About Essential 401(k) Plan Providers

    Play Episode Listen Later Sep 13, 2024 22:36


    Ary Rosenbaum talks about essential plan providers that 401(k) plan sponsors need.

    #313: That One About Attitudes To Avoid As A 401(k) Plan Provider

    Play Episode Listen Later Sep 6, 2024 22:12


    Ary Rosenbaum talks about attitudes you should avoid as a 401(k) plan provider.

    #312: That One In Praise Of Fee Disclosure

    Play Episode Listen Later Aug 30, 2024 20:31


    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.

    #311: That One About Plan Sponsors Needing A wake Up Call

    Play Episode Listen Later Aug 23, 2024 19:08


    Ary Rosenbaum talks about plan sponsors and their need to have a wake up call. 

    #310: That One About Stuff That Won't Limit A Plan Sponsor's Liability

    Play Episode Listen Later Aug 16, 2024 23:04


    Ary Rosenbaum talks about stuff that won't help a plan sponsor limit their fiduciary liability.

    #309: That One About 401(k) Plan Sponsors Making Their Life Easier

    Play Episode Listen Later Aug 9, 2024 20:37


    Ary Rosenbaum talks about how plan sponsors can make their loves easier running their 401(k) plan by delegating functions to others.

    #308: That One About The Guiding Light for 401(k) Plan Providers

    Play Episode Listen Later Aug 2, 2024 22:41


    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.

    #307: That One about Setting Up A Retirement Plan Commitee

    Play Episode Listen Later Jul 26, 2024 18:45


    Ary Rosenbaum talks about his horror stores about committees in general and what needs to be done with a 401(k) committee.

    #306: Plan Provider Marketing That 401(k) Sponsors Should Tune Out

    Play Episode Listen Later Jul 19, 2024 22:44


    Whether it's the free meal or cruise, Ary Rosenbaum talks about the plan provider marketing gimmicks that should be tuned out.

    #305: That One About Terminating The 401(k) Plan Provider

    Play Episode Listen Later Jul 9, 2024 21:12


    Ary Rosenbaum talks about the art of terminating a plan provider without the added costs and headaches.

    #304: That One About TPAs competing against payroll provider TPAs

    Play Episode Listen Later Jul 5, 2024 16:10


    Ary Rosenbaum brings up the marketing aspect of taking on payroll provider TPAs and what TPAs can do about it.

    #303: That One About Good 401(k) Plan Not Growing On Trees

    Play Episode Listen Later Jun 28, 2024 21:04


    Ary Rosenbaum talks about plan sponsors and how their great 401(k) plans don't grow on trees, it takes effort.

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