That 401(k) Podcast

#67 That One About A Special Holiday Episode

Ary Rosenbaum talks about That 401(k) Conference in Arlington, Texas, That 401(k) National Conference, Star Wars, and the SECURE Act.

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

#66: That One About 401(k) Features That Aren't A Right Fit For Everyone

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the 401(k) features out there that aren't the right fit for every plan sponsor out there.

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

#65: That One About Plan Foul-Ups, Bleeps, and Blunders

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about plan foul-ups, bleeps, and blunders.

 

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

#64: That One About 2020

Ary Rosenbaum  (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about retirement plan industry changes for 2020.

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

 

#63: That One About Great 401(k) Ideas That Look Bad Now

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some great 401(k) ideas at the time, that don't look great now.

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

#62: That One With Sean Landeta

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) join Larry Davis and 2 Time Super Bowl Champion and future Hall of Famer Sean Landeta for a fun interview at That 401(k) Conference at MetLife Stadium.

#61: That One About Tales From The ERISA Attorney

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about his career and some of the craziness he has had to deal with as a TPA attorney and law firm associate.

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

#60: That One About Avoiding Turning The 401(k) Plan Into A Disaster Movie

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about two great topics: 1970s disaster movies and 401(k) plan,

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

#59: That One About How To Deal With Other Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (BrightWorxx) talk about how as a plan provider, you have to deal with other plan providers and the ways not to do it.

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

#58: That One With Matt Chatham at Gillette Stadium

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) interview former Patriot and 3 Time Super Bowl Champion Matt Chatham at That 401(k) Conference in Foxborough, MA at Gillette Stadium.

Learn about Matt's career, the Patriots, and his heroism during the Boston Marathon Bombing.

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