That 401(k) Podcast
#49: That One About Why Plan Sponsors Should Let Their Plan Providers Do Their Job

#49: That One About Why Plan Sponsors Should Let Their Plan Providers Do Their Job

August 16, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Brightworxx) talk about the way plan sponsors can get in the way of their plan providers and not let them do their job. 

#48: Things That 401(k) Plan Sponsors Are Supposed To Do, But Aren’t Doing Anyway

#48: Things That 401(k) Plan Sponsors Are Supposed To Do, But Aren’t Doing Anyway

August 9, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about what 401(k) plan sponsors should be doing but aren't.

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

#47: That One About Quick Fixes for 401(k) Plan Errors and Omissions

#47: That One About Quick Fixes for 401(k) Plan Errors and Omissions

August 2, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the quick fixes that are out there for 401(k) plan errors and omissions and other plan problems. 

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference at Disney World on March 10-11, 2020.

#46: That One About Stuff We’re Working On

#46: That One About Stuff We’re Working On

July 26, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about some of the stuff they're working on, namely: That 401(k) Conference, That 401(k) National Conference, That HR Association, and That Smart IRA.

Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference. 

#45 That One About New Things For 401(k) Sponsors and Advisors To Know About

#45 That One About New Things For 401(k) Sponsors and Advisors To Know About

July 19, 2019

Ary Rosenbaum and Dan Venturi are talking about some new things going on in the retirement plan business that 401(k) plan sponsors and advisors may not be aware of.

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

#44: The One About Bad Choices For 401(k) Plan Sponsors

#44: The One About Bad Choices For 401(k) Plan Sponsors

July 12, 2019

Ary Rosenbaum and Dan Venturi talk about bad choices made by 401(k) plan sponsors that lead to bad results.

#43: That One About What 401(k) Plan Sponsors May Not Be Aware Of

#43: That One About What 401(k) Plan Sponsors May Not Be Aware Of

July 5, 2019

Ary Rosenbaum and Dan Venturi talk about topics and retirement plan concepts that many 401(k) plan sponsors aren't aware of. 

Please check out that4o1ksite.com for more information on That 401(k) Conference and That 401(k) Nationa Conference.

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

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

June 28, 2019

Ary Rosenbaum and Dan Venturi talks about bad choices that 401(k) plan sponsors make, that land them in trouble.

Pleas check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference. 

#41: That One About Automatic Rollovers and Uncashed Checks

#41: That One About Automatic Rollovers and Uncashed Checks

June 21, 2019

Ary Rosenbaum and Dan Venturi talk about the issue of involuntary cashouts, automatic rollovers, and uncashed checks. 

Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

#40: That One About 2019 Retirement Plan Industry Developments

#40: That One About 2019 Retirement Plan Industry Developments

June 14, 2019

Consolidation, shelf space payments, and MEPs are just some of the topics that Ary Rosenbaum and Dan Venturi handle on this episode.

Check out that401ksite.com to sign up for That 401(k) Conference and That 401(k) National Conference.