That 401(k) Podcast
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That 401(k) Podcast
Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.
Episode të Fundit
103 episode
#370: That One About 401(k) Plans Being An Employee Benefit
ARY ROSENBAUM, talks about how plan sponsors need to remind themselves that a 401(k) plan is an employee benefit.
#369: That One About Learning From Arrogant 401(k) Plan Providers
ARY ROSENBAUM talks about arrogant plan providers and what we can learn from their mistakes. He also talks about the Long Island concept of people sel...
#368: That One About The Trump Shuffle and 401(k) Plans
Ary Rosenbaum talks about some of the changes under the Trump Administration about 401(k) plans and how that impacts plan sponsors.
#367: That One About Plan Sponsor Compliance and Pro Wrestling
Ary Rosenbaum talks about 401(k) plan sponsor responsibilities and somehow references pro wrestling.
#366: That One About Plan Forfeitures
Ary Rosenbaum talks about the use of 401(k) plan forfeitures and what plan sponsors need to do.
#365: That One About The Trump EO on Crypto and Private Equity For 401(k) Plan Providers
ARY ROSENBAUM talks about the Trump Executive Order on private equity and crypto in 401(kj plans and how that relates to plan providers.
#364: That One About A Plan Sponsor's Fidcuiary Checklist/ Just Push Play
Ary Rosenbaum talks about Aerosmith and fiduciary duties.
#363: That One About Mission Impossible For 401(k) Plan Sponsors
Ary Rosenbaum talks about the Mission Impossible movies and how plan sponsors can take their mission of being a plan fiduciary, and making it manageab...
#362: That One About Plant Sponsors Having Misplaced Loyalty In 401(k) Plan Providers
Ary Rosenbaum talks about the problems of having misplaced loyalty in plan providers, and why it conflicts with a plan sponsor's duties.
#361: That One About Tips For 401(k) Plan Providers
Ary Rosenbaum talks about tips he has for 401(k) plan providers.
#360: That One About Absurd Things About 401(k) Plans That Plan Sponsors Don't Know
ARY ROSENBAUM talks about absurd things about 401(k) plans that most plan sponsors don't know about.
Check 401ksite.com for further info on That...
#359: That One About M&A & 401(k)
ARY ROSENBAUM talks about mergers and acquisitions and why a 401(k) plan review is necessary.
#358: That One About Offering Bitcoin In 401(k) Plans
Ary Rosenbaum, big Bitcoin investor, lets you know why 401(k) plan sponsors should never offer Bitcoin in their 401(k) Plan.
#357: That About About 401(k) Plan Sponsors Avoiding the 3Cs
ARY ROSENBAUM talks about how 401(k) plan sponsors can avoid the 3Cs: cost, complacency, and control.
#356: That One About Organizational Drift and Plan Providers
ARY ROSENBAUM talks about organizational drift and how that can be a problem for plan providers.
#355: That One About Sign Of An Unhealthy 401(k) Plan
ARY ROSENBAUM talks about the top 10 signs for a plan sponsor that their 401(k) plan is unhealthy.
#354: The One About What Plans Sponsors Should Do To Be On The Right Side of ERISA
Ary Rosenbaum talks about what 401(k) plan sponsors need to do, to be on the right side of ERISA.
#353: That One About Payroll Provider TPAs Redux
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
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
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 Anah...
#350: That One About Why Plan Sponsors Should Be Concerned With AI
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 ev...
#335: That One About The Dos and Don'ts of Plan Provider Networking
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
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
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
Ary Rosenbaum talks about 401(k) plan provider gimmicks that plan sponsors should not fall for.
#331: That One About Plan Provider Content
Ary Rosenbaum talks about 401(k) plan provider social media content and the secret sauce on how they can build your practice.