That 401(k) Podcast

#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.

 

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

#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.

 

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

#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.

#51: That Very Special Episode of That 401(k) Podcast

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) is without Dan Venturi (Bright Worxx) this week because of scheduling conflicts, so Ary talks about future events and some of the recent 401(k) headlines.

#50: That One About Mistakes In Starting A 401(k) Plan

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the mistakes that plan sponsors make when starting a 401(k) Plan.

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

#49: That One About Why Plan Sponsors Should Let Their Plan Providers Do Their Job

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Brightworxx) talk about the way plan sponsors can get in the way of their plan providers and not let them do their job.