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Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.... more
FAQs about That 401(k) Podcast:How many episodes does That 401(k) Podcast have?The podcast currently has 382 episodes available.
March 27, 2020#81: That One About Coronavirus Concerns for Plan ProvidersAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about Coronavirus concerns for Plan Providers and how they can deal with a changing business environment.Check out that401ksite.com for further information on That 401(k) Conference, ...more31minPlay
March 20, 2020#80: That One About The Turd In The Punch BowlAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the turd in the punch bowl and how opinions may rub people the wrong way in the retirement plan business.Check out that401ksite.com for more information on That 401(k) Conference....more25minPlay
March 13, 2020#79: That One About Ary's Two Cents for Plan ProvidersAry Rosenbaum (The Rosenbaum Law Firm P.C. and hat401ksite.com) talks about his two cents for plan providers, based on almost 22 years as an ERISA attorney.See that401ksite.com for further information on That 401(k) Conference....more15minPlay
March 06, 2020#78: That One With Dan Harding from WealthPrimeAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks with Dan Harding with WealthPrime concerning his career as a TPA as well as his new breakthrough plan design website.Check out that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference....more28minPlay
February 28, 2020#77: That One About What Plan Sponsors Need To Do About Cold CallingAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about what 401(k) plan sponsors have to do when they get cold calls from potential plan providers.Check that401ksite.com for more information on That 401(k) National Conference and That 401(k) Conference in Houston, St. Louis, and Minneapolis. ...more22minPlay
February 21, 2020#76: That One About Why 401(k) Plan Sponsors Can't Be CheapAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about the mistakes that 401(k) plan sponsors make when they are cheap.Go to that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference,...more29minPlay
February 14, 2020#75: That One With Greg Reid of Q3 Asset ManagementAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks to Greg Reid of Q3 Asset Management about changes in the retirement plan business, Greg's approach to the business, and how to interact with participants.Check out that401ksite.com for further information. ...more39minPlay
February 07, 2020#74: That One About SECURE Act Cheat Sheet For Plan ProvidersAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks again about the SECURE Act and how that will affect plan providers with tips on what they should concentrate on,...more25minPlay
January 31, 2020#73: That One About More Tips For Plan ProvidersAry Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some tips for plan providers in increasing their book of business.Check out that401ksite.com for further information ...more37minPlay
January 24, 2020#72: That One About Organization For Plan Sponsors Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about why plan sponsors need to be organized and why plan providers should care.Check out that401ksite.com for further information on That 401(k) Conference and That 401(k) National Conference....more32minPlay
FAQs about That 401(k) Podcast:How many episodes does That 401(k) Podcast have?The podcast currently has 382 episodes available.