#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.

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#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. 

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#22 The One About How Plan Providers Can Deal With Clients

February 8, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about how plan providers can deal with their clients and how it just boils to basic human relationships. 

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#21 That One About Misconceptions About ERISA 404(c) plans

February 1, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major misconceptions concerning ERISA 404(c) and participant-directed 401(k) plans. 

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#20 The One About Problems That Plan Providers Can’t Afford Not To Fix

January 25, 2019

If you're a plan provider, no matter how great your service is, it won't matter if you take care of some glaring problems. Ary Rosenbaum and Dan Venturi talk about certain big ticket problems that every retirement plan provider needs to fix. 

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#19 That One About Retirement Plan War Stories

January 18, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some war stories through their careers as retirement plan experts. Some are shocking, some are strange, some are funny, and they are all true.

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#18 That One About Challenges for Plan Providers

January 11, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major challenges for retirement plan providers as we start in 2019.

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#17 That One About Plan Sponsors’ Misconceptions

January 4, 2019

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the major misconceptions that plan sponsors have about their retirement plans.

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#16 That One About Defined Benefit/Cash Balance Plans

December 28, 2018

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about defined benefit plans and how they haven't gone the ways of bellbottoms and Betamax and why they're still a great fit for many employers. 

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#15: That One About Private Equity and M&A

December 21, 2018

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA issues regarding private equity, as well as mergers and acquisitions and the ramifications for the retirement plans involved. 

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