That 401(k) Podcast

#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. 

#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.