Episodes

Friday Dec 14, 2018
#14: That One About A Plan Provider Honor Code
Friday Dec 14, 2018
Friday Dec 14, 2018
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) discuss about an honor code for plan provider on what they should do and what they shouldn't do with other plan providers and plan sponsors.
Version: 20241125
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