Ary Rosenbaum talks about the need for 401(k) plan sponsors to be organized and what they need to do, to be organized.
Check that401ksite.com for our live events in St. Louis, Minneapolis, Houston, and Las Vegas.
#265: That One About Financial Advisors Needing To Value TPAs and Plan Design
#264: The Smaller The 401(k) Plan, The Bigger The Problems
#263: That One About Not Picking The Cheapest Provider
#262: That One About Provisions That May Make A 401(k) Plan Look Like A Relic
#261: That One About Mutual Fund Company TPAs
#260: That One About Plan Providers Nitpicking On Fees
#259: That One About Fearing The DOL Audit
#258: That One About Plan Symptoms
#257: That One About Missing Documents
#256: The One About How Plan Providers Can Be Good People
#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
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