Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about what plan sponsors should be doing as they reach 2021.
Check out that401ksite.com for more information on That 401(k) National Virtual Conference on January 21-22, 2021.
#255: That One About Factors For Hiring Plan Providers That Are Overrated
#254: That One About Hiring Plan ProvidersAs Fiduciaries
#253: That One About Form 5500
#252: That One About How 401(k) Enrollment Meetings Can Be Better Than Funerals
#251: That One About When Things Don’t Look Right
#250: That One About Divorcing Your TPA
#249: That One About Payroll Provider TPAs
#248: That One About Financial Advisors Preparing Those 401(k) Client Meetings
#247: That One About These Small Things That 401(k) Plan Sponsors Shouldn’t Neglect
#246: That One About 401(k) Plan Provisions That Are Great Ideas
#245: That One About Plan Provider Marketing Traps That 401(k) Sponsors Should Avoid
#244: That One About Self Directed Brokerage Accounts
#243: That One About Plan Provider Mistakes To Avoid With Their New 401(k) Idea
#242: That One About What 401(k) Plan Sponsors Should Stop Procrastinating About
#241: That One About Hiring The Right TPA To Avoid A Headache
#240: That One About When A 401(k) Plan Sponsor Can’t Trust Their TPA
#239: That One About 401(k) Plan Provider Bad Behaviors To Avoid
#238: That One About Automatic Enrollment
#237: That One About The Top 10 Wrong Ideas That Plan Sponsors Have About Their Retirement Plans
#236: That One About It Being The 401(k) Plan Sponsor’s Job
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free