Ary Rosenbaum (The Rosenbaum Law Firm P.C.) talks about some of the bad business choices to avoid as a 401(k) plan provider.
Check that401ksite.com for more information on all the virtual events including 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
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