That 401(k) Podcast
#32: That One About Plan Sponsors Watching Those TPA Referrals

#32: That One About Plan Sponsors Watching Those TPA Referrals

April 19, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about referrals for third-party administrators (TPAs) and why plan sponsors need to actually vet them and understand the level of service a particular TPA may offer.

#31: That One About Bad Reasons For Firing Your Plan Provider

#31: That One About Bad Reasons For Firing Your Plan Provider

April 12, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dav Venturi (Bright Worxx) discuss the bad reasons that plan sponsors use in firing their bad providers. 

#30: That One About How Plan Providers Can Avoid Dying

#30: That One About How Plan Providers Can Avoid Dying

April 5, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the way plan sponsors can avoid dying as Ary recall his stint as a law firm associate as his former law firm is dying.

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

#29: That One About Plan Enrollment/Plan Education Meetings

#29: That One About Plan Enrollment/Plan Education Meetings

March 29, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about plan enrollment/plan education meetings and why plan sponsors need to be concerned about them. 

Check out that401ksite.com for articles and information on upcoming That 401(k) Conference events such as Atlanta, Kansas City, Denver, and Foxboro. 

#28 That One About Tasks That 401(k) Plan Sponsors Ignore

#28 That One About Tasks That 401(k) Plan Sponsors Ignore

March 22, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the important tasks that too many 401(k) Plan Sponsors ignore.

#27 That One From Tropicana Field

#27 That One From Tropicana Field

March 15, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the presentations and issues brought from That 401(k) Conference in Tropicana Field.

#26 That One About Threats To 401(k) Plan Sponsors Besides Class Action Lawsuits

#26 That One About Threats To 401(k) Plan Sponsors Besides Class Action Lawsuits

March 8, 2019

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) discuss real threats other than a class action lawsuit for 401(k) plan sponsors. For small and mid-size plan, these type of plans have much greater potential threats than a big class action lawsuit.

#25 That One About Bad Reasons To Hire 401(k) Plan Providers

#25 That One About Bad Reasons To Hire 401(k) Plan Providers

March 1, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some of the bad reasons that 401(k) plan sponsors make in hiring plan providers.

#24 That One About Problems That Plan Sponsors Might Not Even Know About

#24 That One About Problems That Plan Sponsors Might Not Even Know About

February 22, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P,C, and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the problems that may plague 401(k) plan sponsors and they have absolutely no idea.

#23 That One About When Plan Sponsors Should Fire The TPA

#23 That One About When Plan Sponsors Should Fire The TPA

February 15, 2019

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the reasons when a plan sponsor need to fire their third party administrator.