Episodes

Friday Jun 21, 2019
#41: That One About Automatic Rollovers and Uncashed Checks
Friday Jun 21, 2019
Friday Jun 21, 2019
Ary Rosenbaum and Dan Venturi talk about the issue of involuntary cashouts, automatic rollovers, and uncashed checks.
Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

Friday Jun 14, 2019
#40: That One About 2019 Retirement Plan Industry Developments
Friday Jun 14, 2019
Friday Jun 14, 2019
Consolidation, shelf space payments, and MEPs are just some of the topics that Ary Rosenbaum and Dan Venturi handle on this episode.
Check out that401ksite.com to sign up for That 401(k) Conference and That 401(k) National Conference.

Friday Jun 07, 2019
#39: That One About Issues That 401(k) Plan Sponsors Need To Focus On
Friday Jun 07, 2019
Friday Jun 07, 2019
Ary Rosenbaum and Dan Venturi talk about issues that 401(k) Plan Sponsors Need To Focus On, before and after they digress and talk about Airplane II.
Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

Friday May 31, 2019
#38: That One About Smaller Plans Having A Lot More Problems
Friday May 31, 2019
Friday May 31, 2019
Ary Rosenbaum and Dan Venturi talk about how smaller 401(k) plans have more problems than larger ones.
Check out that401ksite.com for information on all our That 401(k) Conferences including That 401(k) National Conference from Disney World next March.

Friday May 24, 2019
#37: That One About 401(k) Payroll issues
Friday May 24, 2019
Friday May 24, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the compliance problems that payroll creates with 401(k) plans.
Check that401ksite.com for information on That 401(k) Conference and That 401(k) National Conference.

Friday May 17, 2019
#36: That One About That 401(k) National Conference and That HR Association
Friday May 17, 2019
Friday May 17, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi talk about two of their new projects: That 401(k) National Conference fro Disney World in March 2020 and That HR Association.

Friday May 10, 2019
#35: That One About Things That Annoy Us
Friday May 10, 2019
Friday May 10, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the things that annoy in the retirement plan industry in this cathartic episode.
Check out that401ksite.com for more information on That 401(k) National Conference.

Friday May 03, 2019
#34: That One From Kansas City
Friday May 03, 2019
Friday May 03, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C and that401ksite.com) and Dan Venturi talk about their adventures in Kansas City in preparation of That 401(k) Conference in the City of Fountains as well as discussions over That 401(k) National Conference at Walt Disney World next March.
Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

Friday Apr 26, 2019
#33: That One About The Guys From JetPay
Friday Apr 26, 2019
Friday Apr 26, 2019
This week, Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk to the people from JetPay including President Michael Pires to discuss their services and integration with 401(k).

Friday Apr 19, 2019
#32: That One About Plan Sponsors Watching Those TPA Referrals
Friday Apr 19, 2019
Friday Apr 19, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about referrals for third-party administrators (TPAs) and why plan sponsors need to actually vet them and understand the level of service a particular TPA may offer.