That 401(k) Podcast

#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,

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#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.

#57: That One About When Good Plan Provisions Go Wrong

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about plan provisions that are beneficial for plan participants that often cause heartburn for the plan sponsor. 

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

#56: That One About Vetting Other Plan Providers

Ary Rosenbaum talks about the need for vetting other plan providers, using his story about working with Matthew Hutcheson.

 

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#55: That One About That 401(k) Conference and That 401(k) National Conference

Ary Rosenbaum talks about some of the highlights of That 401(k) Conference, some upcoming That 401(k) Conferences this Fall and That 401(k) National Conference at Walt Disney World Swan in March 2020.

#54: That One All About The IPS

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk all about the investment policy statement with a segue into talking about General Mills' Monster Cereals at the end.

Check that401ksite.com for further information on That 401(k) Conference and That 401(k) National Conference at Walt Disney World in March 2020.

#53: That One About How To Be A Big Thing In The 401(k) Plan Business

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about how people can be big things in the 401(k) plan business as plan providers.

 

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#52: That One About Reasons Alone That Are Wrong For Hiring A Plan Provider

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the dumb reasons that alone, plan sponsors base their selection of plan providers.