Episodes

Friday Apr 12, 2019
#31: That One About Bad Reasons For Firing Your Plan Provider
Friday Apr 12, 2019
Friday Apr 12, 2019
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.

Friday Apr 05, 2019
#30: That One About How Plan Providers Can Avoid Dying
Friday Apr 05, 2019
Friday Apr 05, 2019
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.

Friday Mar 29, 2019
#29: That One About Plan Enrollment/Plan Education Meetings
Friday Mar 29, 2019
Friday Mar 29, 2019
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.

Friday Mar 22, 2019
#28 That One About Tasks That 401(k) Plan Sponsors Ignore
Friday Mar 22, 2019
Friday Mar 22, 2019
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.

Friday Mar 15, 2019
#27 That One From Tropicana Field
Friday Mar 15, 2019
Friday Mar 15, 2019
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.

Friday Mar 08, 2019
Friday Mar 08, 2019
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.

Friday Mar 01, 2019
#25 That One About Bad Reasons To Hire 401(k) Plan Providers
Friday Mar 01, 2019
Friday Mar 01, 2019
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.

Friday Feb 22, 2019
#24 That One About Problems That Plan Sponsors Might Not Even Know About
Friday Feb 22, 2019
Friday Feb 22, 2019
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.

Friday Feb 15, 2019
#23 That One About When Plan Sponsors Should Fire The TPA
Friday Feb 15, 2019
Friday Feb 15, 2019
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.

Friday Feb 08, 2019
#22 The One About How Plan Providers Can Deal With Clients
Friday Feb 08, 2019
Friday Feb 08, 2019
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.