Ary Rosenbaum's guest appearances

Ary Rosenbaum

LifeBlood

The 401(k)lub POD

The Fiduciary U™ Podcast

Alex Assaley

Aaron Pottichen

Matt Wolniewicz

Steve Watson

Jeanne Fisher

Scott Buffington

Dominique Broadway

Lee Kearney

Veena Jetti

Kris Benson

David Kolbe

Nir Eyal

Scott Young

Michael Bungay Stanier

David Burkus

OwlTail

Ary Rosenbaum is an ERISA/retirement plan attorney for his firm, The Rosenbaum Law Firm P.C., where he helps plan sponsors reduce their plan cost, facilitate administration, and limit their fiduciary liability. Today Ary joins the show to discuss how M&amp;A is impacting the industry in general (including TPA firms), what advisors should look for in TPA partners, and how to be a better partner yourself. He also shares sound advice for starting a firm on your own and how to get referrals.Listen in as we talk about the importance of sticking with what you know as a service provider, as well as how accepting responsibility is one of the most important things service providers can do for their client relationships. You will learn why plan sponsors need to read their contracts when hiring service providers, why Ary decided to launch That 401(k) Conference, and more.

Ary Rosenbaum is an ERISA/retirement plan attorney for his firm, The Rosenbaum Law Firm P.C., where he helps plan sponsors reduce their plan cost, facilitate administration, and limit their fiduciary liability. Today Ary joins the show to discuss how M&amp;A is impacting the industry in general (including TPA firms), what advisors should look for in TPA partners, and how to be a better partner yourself. He also shares sound advice for starting a firm on your own and how to get referrals.Listen in as we talk about the importance of sticking with what you know as a service provider, as well as how accepting responsibility is one of the most important things service providers can do for their client relationships. You will learn why plan sponsors need to read their contracts when hiring service providers, why Ary decided to launch That 401(k) Conference, and more.

Ep #25: Talking About TPAs (And More) with Ary Rosenbaum

Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 401(k) plan question. Ary has been consistently sharing some of the most direct and useful content for a decade. Recently he started "That 401(k) Conference" where he originally brought together advisors and other industry professionals at Major League Baseball Stadiums for a fun event which includes a professional athlete and a tour. I've attended two of these and it was a great time. Covid has changed these to virtual, which has increased the attendance.  I'm thrilled to be speaking at his next National event in January 2021.  Connect with Ary here: https://www.linkedin.com/in/ary-rosenbaum-1135a41/ The 401(k)lub is open now through November 25th: https://www.401klub.com--- Send in a voice message: https://anchor.fm/401klub/message

Early in my career I spent hours learning online and one source kept showing up from the one and only Ary Rosenbaum. I'm sure you have had a similar experience while looking for an answer to a tough 401(k) plan question. Ary has been consistently sharing some of the most direct and useful content for a decade. Recently he started "<a href="http://that401ksite.com/that-401k-virtual-conference/" rel="nofollow" target="_blank">That 401(k) Conference</a>" where he originally brought together advisors and other industry professionals at Major League Baseball Stadiums for a fun event which includes a professional athlete and a tour. I've attended two of these and it was a great time. Covid has changed these to virtual, which has increased the attendance.  I'm thrilled to be speaking at his next National event in January 2021.  Connect with Ary here: <a href="https://www.linkedin.com/in/ary-rosenbaum-1135a41/" rel="nofollow" target="_blank">https://www.linkedin.com/in/ary-rosenbaum-1135a41/</a> The 401(k)lub is open now through November 25th: <a href="https://www.401klub.com" rel="nofollow" target="_blank">https://www.401klub.com</a>--- Send in a voice message: <a href="https://anchor.fm/401klub/message" rel="nofollow" target="_blank">https://anchor.fm/401klub/message</a>

Changing the status quo with Ary Rosenbaum

On this show, we talked about strategies and changes that can be made to help Americans become more successful saving for retirement with Ary Rosenbaum, ERISA and retirement plan attorney with the Rosenbaum Law Firm. Listen to learn about how technology is impacting the world of 401(k) plans! For the Difference Making Tip, scan ahead to 18:03. You can learn more about Ary at TheRosenbaumLawFirm.com, That401KSite.com, Facebook, Twitter and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

On this show, we talked about strategies and changes that can be made to help Americans become more successful saving for retirement with Ary Rosenbaum, ERISA and retirement plan attorney with the Rosenbaum Law Firm. Listen to learn about how technology is impacting the world of 401(k) plans! For the Difference Making Tip, scan ahead to 18:03. You can learn more about Ary at <a href="http://therosenbaumlawfirm.com/" rel="nofollow" target="_blank">TheRosenbaumLawFirm.com</a>, <a href="http://that401ksite.com/" rel="nofollow" target="_blank">That401KSite.com</a>,<a href="https://www.facebook.com/ary.rosenbaum" rel="nofollow" target="_blank"> Facebook</a>, <a href="https://twitter.com/rosenbaumlaw" rel="nofollow" target="_blank">Twitter</a> and <a href="https://www.linkedin.com/in/ary-rosenbaum-1135a41/" rel="nofollow" target="_blank">LinkedIn</a>. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, or contact George by clicking here.

Fixing the Retirement Savings Problem with Ary Rosenbaum