All Episodes

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

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

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

#408: That One About Plan Providers Needing To Invest In Training

#407: That One about Eligibility Failures

#406: That One About 401(k) Payroll Providers Being a Convenience Trap

#405: That One About Bad Culture and 401(k) Plans

#404: That One About Who Is That Plan Provider's Hardest Competitor

#403: That One About Le Creuset and 401(k) Plans

#402: That One About Not Turning Your 401(k) Plan Into a Hedge Funds

#401: That One About The Small Things That Hurt 401(k) Plans

#400: That One About The Plan Provider Handbook Being Broken

#399: That One About A 401(k) Plan Sponsor Firing Their Vendor

#398: That One About Survivor and 401(k) Plans

#397: That One About Alternative Investments in 401(k) Plans

#396: That One About Plan Providers Needing To Pick Up The Phone

#395: That One About Not Turning The 401(k) Plan into a Soap Opera

#394: That One About Changing Plan Providers Might Do Some Good

#393: That One About What New Plan Providers Would Do Tomorrow

#392: That One About Changing Payroll Providers Is A Big 401(k) Event

#391: That One About Risk Mitigation For 401(k) Plan Providers

#390: That One About Misconceptions About 4019k)

#389: That One About Cybersecurity

#388: That One About Why Plan Sponsors Should Not Withhold Information

#387: That One About 401(k) Plan Providers and Catch Up Contributions

#386: That One About 401(k) Committees

#385: That One About The Problems Of 401(k) Catch-Up

#384: That One About Why Small Plans Need Big Thinking

#383: That One About The Good, The Bad, and The Fiduciary

#381: That One About That 401(k) Plan Provider handbook

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

#380: That One About Plan Compensation issues

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

#378: That One About The Hunger Games For 401(k) Plan Providers

#377: That One About The 401(k) Bermuda Triangle

#376: That One About 2026 Is Testing Every 401(k) Plan Sponsor

#375: That One About A 401(k) Plan Sponsor Being Like An NFL Head Coach

#374: That One About 401(k) Plan Providers Needing To Focus On Retirement Ouctomes

#373: That One About 401(k) Plan Policies

#372: That One About 401(k) Plans being an employee benefit

#371: That One About The 2026 Catch Up Rule Change Being A Hot Mess

#370: That One About 401(k) Plans Being An Employee Benefit

#369: That One About Learning From Arrogant 401(k) Plan Providers

#368: That One About The Trump Shuffle and 401(k) Plans

#367: That One About Plan Sponsor Compliance and Pro Wrestling

#366: That One About Plan Forfeitures

#365: That One About The Trump EO on Crypto and Private Equity For 401(k) Plan Providers

#364: That One About A Plan Sponsor's Fidcuiary Checklist/ Just Push Play

#363: That One About Mission Impossible For 401(k) Plan Sponsors

#362: That One About Plant Sponsors Having Misplaced Loyalty In 401(k) Plan Providers

#361: That One About Tips For 401(k) Plan Providers

#360: That One About Absurd Things About 401(k) Plans That Plan Sponsors Don't Know

#359: That One About M&A & 401(k)

#358: That One About Offering Bitcoin In 401(k) Plans

#357: That About About 401(k) Plan Sponsors Avoiding the 3Cs

#356: That One About Organizational Drift and Plan Providers

#355: That One About Sign Of An Unhealthy 401(k) Plan

#354: The One About What Plans Sponsors Should Do To Be On The Right Side of ERISA

#353: That One About Payroll Provider TPAs Redux

#352: That One About Full Circle For 401(k) Plan Providers

#351: That One About Big 401(k) Plan Sponsors Concerns

#350: That One About Why Plan Sponsors Should Be Concerned With AI

#349: That One About 401(k) Plan Sponsors Needing To Remember It's An Employee Benefit

#348: That One About Being Pro-Active As A 401(k) Plan sponsor

#347: The One About Intangibles You Need As A 401(k) Plan Provider

#346: That One About The Choices That 401(k) Plan Sponsors Make

#345: That One About Why Plan Sponsors Should Be Choosy In Picking TPAs

#344: That One About A Cheat Sheet And Hacks For A 401(k) Plan Sponsor

#343: That One About This Is This For 401(k) Plan Providers

#342: The One About The Good, The Bad, and The Ugly TPAs

#341: That One About What 401(k) Plan Sponsors Have To Fear

#340: That One About Finding A Plan Provider Who Will Be A Helping Hand

#339: That One About Advice For Your New 401(k) Idea

#338: That One About 401(k) Errors Todsy

#337: That One About K.I.S.S. for 401(k) Plan Sponsors

#336: That One About When To Ax Your Advisor

#335: That One About The Dos and Don'ts of Plan Provider Networking

#334: That One About Lies That Plan Providers May Tell You

#333: That One About Plan Sponsors Needing To Get A Grip Over Hiring an ERISA Attorney

#332: That One About Plan Providers Gimmicks That Plan Sponsors Should Forget About

#331: That One About Plan Provider Content

#330: That One About Avoiding Turning Your 401(k) Plan Into A Natural Disaster

#329: The One About Stuff From A 401(k) Plan Provider Shouldn't Impress You

#328: That About 2025

#327: That One About Saying No As A 401(k) Plan Sponsor

#326: That One About How Plan Providers Should Deal With Employees

#325: That One About End Of Year Tips For 401(k) Plan Sponsors

#324: That One About Dealing With Former Employees

#323: That One About Small Plan Sponsors Should Consider A PEP

#322: That One About The Telling The Truth As A 401(k) Plan Provider

#321: That One What 401(k) Plan Providers Never Tell Plan Sponsors

#320: That One About Scams and Cons That Plan Sponsors Should Avoid

#319: That One About SDBAs giving Plan Sponsors A Good Headache

#318: That One About Having No Surprises for IRS Audits

#317: That One About Consolidation As A Plan Provider

#297: That One About How Plan Sponsors Can Fix Their Plan On The Cheap

#296: That One About Too Many Choices for 401(k) Plan Sponsors

#295: That One About Plan Provider Behaviors You Should Curb

#294: That One About Brutal Mistakes That 401(k) Plan Sponsors Make

#293: That One About Retirement Plan Catastrophes

#292: That One About Plan Sponsors Setting Up A New Retirement Plan

#291: That One About Struggles As A Retirement Plan Provider

#290: That One About Plan Sponsors Thinking Everything is OK

#289: That One About Plan Sponsors Turning The Lights Back On

#288: That One About The Dark Side of the 401(k) Business

#287: That One About Plan Providers Needing To Be Secure After SECURE

#286: That One About The Duty Must Change For 401(k) Plan Sponsors

#285: That One About Plan Options That 401(k) Plan Sponsors Should Pass On

#284: That One About Tasks That Plan Sponsors Can't Neglect

#283: That One About What Other 401(k) Plan Providers aren't doing

#282: That One About Plan Sponsors Needing To Sweat The Small Stuff

#281: The One About Plan Sponsors Rebooting Their 401(k) Plan

#280: The One About Signs That The 401(k) Plan Is In Good Shape