That 401(k) Podcast

#21 That One About Misconceptions About ERISA 404(c) plans

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major misconceptions concerning ERISA 404(c) and participant-directed 401(k) plans. 

#20 The One About Problems That Plan Providers Can't Afford Not To Fix

If you're a plan provider, no matter how great your service is, it won't matter if you take care of some glaring problems. Ary Rosenbaum and Dan Venturi talk about certain big ticket problems that every retirement plan provider needs to fix. 

#19 That One About Retirement Plan War Stories

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some war stories through their careers as retirement plan experts. Some are shocking, some are strange, some are funny, and they are all true.

#18 That One About Challenges for Plan Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major challenges for retirement plan providers as we start in 2019.

#17 That One About Plan Sponsors' Misconceptions

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the major misconceptions that plan sponsors have about their retirement plans.

#16 That One About Defined Benefit/Cash Balance Plans

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about defined benefit plans and how they haven't gone the ways of bellbottoms and Betamax and why they're still a great fit for many employers. 

#15: That One About Private Equity and M&A

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA issues regarding private equity, as well as mergers and acquisitions and the ramifications for the retirement plans involved. 

#14: That One About A Plan Provider Honor Code

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) discuss about an honor code for plan provider on what they should do and what they shouldn't do with other plan providers and plan sponsors.

Episode 13: That One About 3(16) ERISA Services

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA 3(16) services and the issues regarding the plan providers that offer it, the different levels of service, and concerns for plan sponsors and plan providers interested in it.

Episode 12: That One About Payroll Provider TPAs

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the two top payroll providers who are also two of the largest 401(k) third-party administrators. They discuss the problems of payroll provider TPAs and why they should be avoided as well as why advisors refer work to them.