Episodes

Friday Nov 08, 2019
#61: That One About Tales From The ERISA Attorney
Friday Nov 08, 2019
Friday Nov 08, 2019
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.

Friday Nov 01, 2019
#60: That One About Avoiding Turning The 401(k) Plan Into A Disaster Movie
Friday Nov 01, 2019
Friday Nov 01, 2019
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.

Friday Oct 25, 2019
#59: That One About How To Deal With Other Plan Providers
Friday Oct 25, 2019
Friday Oct 25, 2019
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,

Friday Oct 18, 2019
#58: That One With Matt Chatham at Gillette Stadium
Friday Oct 18, 2019
Friday Oct 18, 2019
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.

Friday Oct 11, 2019
#57: That One About When Good Plan Provisions Go Wrong
Friday Oct 11, 2019
Friday Oct 11, 2019
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.

Friday Oct 04, 2019
#56: That One About Vetting Other Plan Providers
Friday Oct 04, 2019
Friday Oct 04, 2019
Ary Rosenbaum talks about the need for vetting other plan providers, using his story about working with Matthew Hutcheson.
Check that401ksite.com for more information for That 401(k) Conference and That 401(k) National Conference.

Thursday Sep 26, 2019
#55: That One About That 401(k) Conference and That 401(k) National Conference
Thursday Sep 26, 2019
Thursday Sep 26, 2019
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.

Friday Sep 20, 2019
#54: That One All About The IPS
Friday Sep 20, 2019
Friday Sep 20, 2019
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.

Friday Sep 13, 2019
#53: That One About How To Be A Big Thing In The 401(k) Plan Business
Friday Sep 13, 2019
Friday Sep 13, 2019
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.
Check that401ksite.com for articles and information on That 401(k) Conference and That 401(k) National Conference.

Friday Sep 06, 2019
#52: That One About Reasons Alone That Are Wrong For Hiring A Plan Provider
Friday Sep 06, 2019
Friday Sep 06, 2019
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.