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That 401(k) Podcast

That 401(k) Podcast

Business

#77: That One About What Plan Sponsors Need To Do About Cold Calling

#77: That One About What Plan Sponsors Need To Do About Cold Calling

2020-02-28
Download

Ary 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.

 

view more

More Episodes

#410: The One About The Cheapest 401(k) Plan is the Most Expensive
2026-07-17 17
#409: That One About 401(k) Shiny Objects Not Belonging In Every Plan
2026-07-10 30
#408: That One About Plan Providers Needing To Invest In Training
2026-07-03 39
#407: That One about Eligibility Failures
2026-06-26 31
#406: That One About 401(k) Payroll Providers Being a Convenience Trap
2026-06-19 40
#405: That One About Bad Culture and 401(k) Plans
2026-06-12 29
#404: That One About Who Is That Plan Provider's Hardest Competitor
2026-06-05 38
#403: That One About Le Creuset and 401(k) Plans
2026-05-29 39
#402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds
2026-05-22 38
#401: That One About The Small Things That Hurt 401(k) Plans
2026-05-15 47
#400: That One About The Plan Provider Handbook Being Broken
2026-05-08 56
#399: That One About A 401(k) Plan Sponsor Firing Their Vendor
2026-05-01 59
#398: That One About Survivor and 401(k) Plans
2026-04-24 53
#397: That One About Alternative Investments in 401(k) Plans
2026-04-17 58
#396: That One About Plan Providers Needing To Pick Up The Phone
2026-04-10 65
#395: That One About Not Turning The 401(k) Plan into a Soap Opera
2026-04-03 58
#394: That One About Changing Plan Providers Might Do Some Good
2026-03-27 67
#393: That One About What New Plan Providers Would Do Tomorrow
2026-03-20 78
#392: That One About Changing Payroll Providers Is A Big 401(k) Event
2026-03-13 71
#391: That One About Risk Mitigation For 401(k) Plan Providers
2026-03-06 73
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