Cover image of That 401(k) Podcast

That 401(k) Podcast

Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.

Podcast cover

#257: That One About Missing Documents

#257: That One About Missing Documents

Ary Rosenbaum talks about missing documents that a 401(k) plan sponsor can't afford, to have missing.

11 Aug 2023

21mins

Podcast cover

#256: The One About How Plan Providers Can Be Good People

#256: The One About How Plan Providers Can Be Good People

Ary Rosenbaum talks about how it's still possible to be a good person and be a good plan provider.

4 Aug 2023

33mins

Similar Podcasts

Podcast cover

#255: That One About Factors For Hiring Plan Providers That Are Overrated

#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.

28 Jul 2023

20mins

Podcast cover

#254: That One About Hiring Plan ProvidersAs Fiduciaries

#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. 

21 Jul 2023

24mins

Most Popular Podcasts

Podcast cover

#253: That One About Form 5500

#253: That One About Form 5500

Ary Rosenbaum talks about Form 5500 and the disasters that may ensure from it.

14 Jul 2023

14mins

Podcast cover

#252: That One About How 401(k) Enrollment Meetings Can Be Better Than Funerals

#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.

7 Jul 2023

22mins

Podcast cover

#251: That One About When Things Don’t Look Right

#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... Read more

30 Jun 2023

20mins

Podcast cover

#250: That One About Divorcing Your TPA

#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.

23 Jun 2023

15mins

Podcast cover

#249: That One About Payroll Provider TPAs

#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... Read more

16 Jun 2023

23mins

Podcast cover

#248: That One About Financial Advisors Preparing Those 401(k) Client Meetings

#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.

9 Jun 2023

22mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”