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.
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#408: That One About Plan Providers Needing To Invest In Training
Ary Rosenbaum talks about 401(k) plan providers needing to invest in training their employees.
#407: That One about Eligibility Failures
Ary Rosenbaum talks about eligibility and entry dates and why such a simple concept can cause headaches.
#406: That One About 401(k) Payroll Providers Being a Convenience Trap
It's that time of the year as ARY ROSENBAUM talks about his most known topic, the problem of ADP and Paychex operating as 401(k) TPAs.
#405: That One About Bad Culture and 401(k) Plans
Ary Rosenbaum talks about bad culture and 401(k) plans, and why they are linked.
#404: That One About Who Is That Plan Provider's Hardest Competitor
Ary Rosenbaum talks about who a plan provider's greatest competitor is, and it's surprising.
#403: That One About Le Creuset and 401(k) Plans
Ary Rosenbaum talks about the marketing of Le Creuset and how you can make comparisons to running a 401(k) plan.
#402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds
Simplicity is the ultimate sophistication is what Steve Jobs said. ARY ROSENBAUM says that should be the same for 401(k) plans.
#401: That One About The Small Things That Hurt 401(k) Plans
ARY ROSENBAUM talks about the small things that can trouble a 401(k) plan and the need for checklists.
#400: That One About The Plan Provider Handbook Being Broken
ARY ROSENBAUM talks about how the 401(k) plan provider handbook as we know it, is broken.
#399: That One About A 401(k) Plan Sponsor Firing Their Vendor
ARY ROSENBAUM talks about when a plan sponsor may have to fire their plan provider or threaten to fire them.
#398: That One About Survivor and 401(k) Plans
As a Survivor fan, Ary Rosenbaum talks about the similarities between Survivor and 401(k) plans.
#397: That One About Alternative Investments in 401(k) Plans
Ary Rosenbaum talks about the DOL proposals on allowing alternative investments on 401(k) plans and why plan sponsors shouldn't be guinea pigs.
#396: That One About Plan Providers Needing To Pick Up The Phone
Ary Rosenbaum talks about how 401(k) plan providers can't wait to let the phone ring.
#395: That One About Not Turning The 401(k) Plan into a Soap Opera
Ary Rosenbaum talks about how plan sponsors can and should avoid turning their 401(k) plan into a soap opera.
#394: That One About Changing Plan Providers Might Do Some Good
Ary Rosenbaum talks about changing 401(k) plan providers and when it makes sense.
#393: That One About What New Plan Providers Would Do Tomorrow
In this special Les Miserables themed episode, Ary Rosenbaum talks about what good plan providers would do the day after taking over your plan.
#392: That One About Changing Payroll Providers Is A Big 401(k) Event
Ary Rosenbaum talks about the issues of changing payroll providers and how it can be problematic as it pertains to the 401(k) plan.
#391: That One About Risk Mitigation For 401(k) Plan Providers
Ary Rosenbaum talks about the issue of how 401(k) plan providers can minimize their risk, and just not reply on their E&O policies.
#390: That One About Misconceptions About 4019k)
Ary Rosenbaum talks about major misconceptions that plan sponsors have about 401(k) TPAs.
#389: That One About Cybersecurity
ARY ROSENBAUM talks about cybersecurity and the issues for 401(k) plan sponsors.
#388: That One About Why Plan Sponsors Should Not Withhold Information
Ary Rosenbaum talks about the information that 401(k) plan sponsors can't withhold from their plan providers.
#387: That One About 401(k) Plan Providers and Catch Up Contributions
Ary Rosenbaum talks about the new catch up rules and why plan providers will be blamed when things go sideways.
#386: That One About 401(k) Committees
Ary Rosenbaum, once again, talks about one of his agonizing topics, the problems with 401(k) committees.
#385: That One About The Problems Of 401(k) Catch-Up
Ary Rosenbaum talks about the problems of 401(k) Catch-Up, thanks to the minds in Washington.
#384: That One About Why Small Plans Need Big Thinking
Ary Rosenbaum talks about small plans and why there is a myth that they don't need help like big plans.
#383: That One About The Good, The Bad, and The Fiduciary
ARY ROSENBAUM mixes his love for 401(k) plans and Sergio Leone movies into one big podcast.
#381: That One About That 401(k) Plan Provider handbook
ARY ROSENBAUM talks about his newest book and how it's been 27 years in the making.
#381: That One Abut Auto 401(k) Features
ARY ROSENBAUM is talking about auto 401(k0 features and the problems they represent,
#380: That One About Plan Compensation issues
Ary Rosenbaum talks about plan compensation issues and why it can be a silent killer for plans.
#379: That One About Terminated 401(k) Plans
Ary Rosenbaum talks about the compliance perils of terminating a 401(k) plan.
#378: That One About The Hunger Games For 401(k) Plan Providers
Ary Rosenbaum talks about the Hunger Games for 401(k) Plan Providers with all the crazy changes in the 401(k) business.
#377: That One About The 401(k) Bermuda Triangle
Ary Rosenbaum with another episode on the peril of missing participants and his love for disaster movies.
#376: That One About 2026 Is Testing Every 401(k) Plan Sponsor
Ary Rosenbaum talks about 2026 and the Rocky movies and how it's going to test every plan sponsor because time is undefeated.
#375: That One About A 401(k) Plan Sponsor Being Like An NFL Head Coach
Ary Rosenbaum talks about the similarities about being a 401(k) plan sponsor and being an NFL Head coach.
#374: That One About 401(k) Plan Providers Needing To Focus On Retirement Ouctomes
Ary Rosenbaum talks about the need for 401(k) plan providers to focus on retirement outcomes. Chicago and Denver dates for That 401(k) Conferences hav...
#373: That One About 401(k) Plan Policies
Ary Rosenbaum talks about 401(k) plan policies that plan sponsors should consider putting in place.
#372: That One About 401(k) Plans being an employee benefit
ARY ROSENBAUM talks about how 401(k) plans can and should be an employee benefit, and what plan sponsors need to do.
#371: That One About The 2026 Catch Up Rule Change Being A Hot Mess
ARY ROSENBAUM talks about the upcoming 2026 Roth change and how it will be a hot mess, as Lucille Bluth would say.
#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...