#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
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21mins
#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
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33mins
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#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
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20mins
#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
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24mins
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#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
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14mins
#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
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22mins
#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
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20mins
#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
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15mins
#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
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23mins
#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
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22mins
