That 401(k) Podcast

Channel Details

That 401(k) Podcast

That 401(k) Podcast

Creator: that401ksite.com

Podcast from That 401(k) Site, hosted by ERISA Attorney Ary Rosenbaum featuring 401(k) news, discussions, and legal opinions.

EN United States Business

Recent Episodes

149 episodes
#416; That One About The PEO Roach Motel

#416; That One About The PEO Roach Motel

Ary Rosenbaum talks about the PEO Roach Motel, how it's easy for an employer to join one, but very difficult to leave.

2026-08-28 04:17:00 1028
#415: That One About The TPA Not Being A Plan Sponsor's Insurance Policy

#415: That One About The TPA Not Being A Plan Sponsor's Insurance Policy

Ary Rosenbaum talks about why plan sponsors can't rely completely on a TPA because they're still on the hook for liability. 

2026-08-21 04:20:44 976
#414: That One About Plan Providers Not Selling What Sponsor Don't Need

#414: That One About Plan Providers Not Selling What Sponsor Don't Need

Ary Rosenbaum talks about on his favorite topics, how 401(k) Plan Providers should not try to sell things that 401(k) plan sponsor don't really need. 

2026-08-14 04:50:00 1352
#413: That One About Plan Providers Needing To Stop Selling What Plan Sponsors Don't Need

#413: That One About Plan Providers Needing To Stop Selling What Plan Sponsors Don't Need

Ary Rosenbaum talks about 401(k) plan features that plan sponsors don't need and why every solution isn't the right fit for everyone.

2026-08-07 04:21:00 1146
#412: That One About Acquisitions and 401(k) Plans

#412: That One About Acquisitions and 401(k) Plans

ARY ROSENBAUM talks about the issues of corporate acquisitions and why it's costly to ignore the retirement plans.

2026-07-31 04:56:00 1058
#411: That One About The Headaches of Employees in 401(k) Plans

#411: That One About The Headaches of Employees in 401(k) Plans

The former malcontent employee brings up the compliance headaches of having employees in a 401(k) plan because the rules are the rules.

2026-07-24 04:37:00 1062
#410: The One About The Cheapest 401(k) Plan is the Most Expensive

#410: The One About The Cheapest 401(k) Plan is the Most Expensive

Ary Rosenbaum talks about the idea that the cheapest 401(k) plan can be the most expensive one. 

2026-07-17 04:38:00 1186
#409: That One About 401(k) Shiny Objects Not Belonging In Every Plan

#409: That One About 401(k) Shiny Objects Not Belonging In Every Plan

ARY ROSENBAUM talks about why not every shiny object belong is a 401(k) plan. What works for most, may not work for all. 

2026-07-10 07:18:21 1285
#408: That One About Plan Providers Needing To Invest In Training

#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.

2026-07-03 04:55:00 1257
#407: That One about Eligibility Failures

#407: That One about Eligibility Failures

Ary Rosenbaum talks about eligibility and entry dates and why such a simple concept can cause headaches.

2026-06-26 04:39:00 1120
#406: That One About 401(k) Payroll Providers Being a Convenience Trap

#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.

2026-06-19 04:58:00 1135
#405: That One About Bad Culture and 401(k) Plans

#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. 

2026-06-12 04:00:00 1123
#404: That One About Who Is That Plan Provider's Hardest Competitor

#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. 

2026-06-05 04:30:00 1098
#403: That One About Le Creuset and 401(k) Plans

#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.

2026-05-29 04:57:00 1153
#402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds

#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.

2026-05-22 04:01:00 979
#401: That One About The Small Things That Hurt 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.

2026-05-15 04:48:00 991
#400: That One About The Plan Provider Handbook Being Broken

#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.

2026-05-08 04:14:00 1335
#399: That One About A 401(k) Plan Sponsor Firing Their Vendor

#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.

2026-05-01 04:30:00 1159
#398: That One About Survivor and 401(k) Plans

#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.

2026-04-24 04:30:00 1174
#397: That One About Alternative Investments in 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. 

2026-04-17 04:56:00 1187
#396: That One About Plan Providers Needing To Pick Up The Phone

#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.

2026-04-10 04:22:00 1227
#395: That One About Not Turning The 401(k) Plan into a Soap Opera

#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.

2026-04-03 04:06:00 1145
#394: That One About Changing Plan Providers Might Do Some Good

#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.

2026-03-27 04:46:00 1224
#393: That One About What New Plan Providers Would Do Tomorrow

#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.

2026-03-20 04:28:00 1193
#392: That One About Changing Payroll Providers Is A Big 401(k) Event

#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.

2026-03-13 04:30:00 976
#391: That One About Risk Mitigation For 401(k) Plan Providers

#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.

2026-03-06 03:33:00 1137
#390: That One About Misconceptions About 4019k)

#390: That One About Misconceptions About 4019k)

Ary Rosenbaum talks about major misconceptions that plan sponsors have about 401(k) TPAs.

2026-02-27 03:31:00 1090
#389: That One About Cybersecurity

#389: That One About Cybersecurity

ARY ROSENBAUM talks about cybersecurity and the issues for 401(k) plan sponsors.

2026-02-20 03:59:00 1097
#388: That One About Why Plan Sponsors Should Not Withhold Information

#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.

2026-02-13 03:45:00 1082
#387: That One About 401(k) Plan Providers and Catch Up Contributions

#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.

2026-02-06 03:15:00 1068
#386: That One About 401(k) Committees

#386: That One About 401(k) Committees

Ary Rosenbaum, once again, talks about one of his agonizing topics, the problems with 401(k) committees.

2026-01-30 03:27:00 1004
#385: That One About The Problems Of 401(k) Catch-Up

#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. 

2026-01-23 03:48:00 1047
#384: That One About Why Small Plans Need Big Thinking

#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.

2026-01-16 03:55:00 1045
#383: That One About The Good, The Bad, and The Fiduciary

#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.

2026-01-09 03:33:00 1157
#381: That One About That 401(k) Plan Provider handbook

#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. 

2026-01-02 03:05:00 1548
#381: That One Abut Auto 401(k) Features

#381: That One Abut Auto 401(k) Features

ARY ROSENBAUM is talking about auto 401(k0 features and the problems they represent,

2025-12-26 03:03:00 1072
#380: That One About Plan Compensation issues

#380: That One About Plan Compensation issues

Ary Rosenbaum talks about plan compensation issues and why it can be a silent killer for plans.

2025-12-19 03:55:00 920
#379: That One About Terminated 401(k) Plans

#379: That One About Terminated 401(k) Plans

Ary Rosenbaum talks about the compliance perils of terminating a 401(k) plan.

2025-12-12 03:45:00 1200
#378: That One About The Hunger Games For 401(k) Plan Providers

#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.

2025-12-05 03:46:00 1230
#377: That One About The 401(k) Bermuda Triangle

#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.

2025-11-28 03:33:00 1030
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