Episode 13: That One About 3(16) ERISA Services

December 7, 2018

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA 3(16) services and the issues regarding the plan providers that offer it, the different levels of service, and concerns for plan sponsors and plan providers interested in it.