That 401(k) Podcast

#31: That One About Bad Reasons For Firing Your Plan Provider

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dav Venturi (Bright Worxx) discuss the bad reasons that plan sponsors use in firing their bad providers. 

#30: That One About How Plan Providers Can Avoid Dying

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the way plan sponsors can avoid dying as Ary recall his stint as a law firm associate as his former law firm is dying.

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

#29: That One About Plan Enrollment/Plan Education Meetings

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about plan enrollment/plan education meetings and why plan sponsors need to be concerned about them. 

Check out that401ksite.com for articles and information on upcoming That 401(k) Conference events such as Atlanta, Kansas City, Denver, and Foxboro. 

#28 That One About Tasks That 401(k) Plan Sponsors Ignore

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the important tasks that too many 401(k) Plan Sponsors ignore.

#27 That One From Tropicana Field

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the presentations and issues brought from That 401(k) Conference in Tropicana Field.

#26 That One About Threats To 401(k) Plan Sponsors Besides Class Action Lawsuits

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) discuss real threats other than a class action lawsuit for 401(k) plan sponsors. For small and mid-size plan, these type of plans have much greater potential threats than a big class action lawsuit.

#25 That One About Bad Reasons To Hire 401(k) Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some of the bad reasons that 401(k) plan sponsors make in hiring plan providers.

#24 That One About Problems That Plan Sponsors Might Not Even Know About

Ary Rosenbaum (The Rosenbaum Law Firm P,C, and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the problems that may plague 401(k) plan sponsors and they have absolutely no idea.

#23 That One About When Plan Sponsors Should Fire The TPA

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the reasons when a plan sponsor need to fire their third party administrator. 

#22 The One About How Plan Providers Can Deal With Clients

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about how plan providers can deal with their clients and how it just boils to basic human relationships.