That 401(k) Podcast

Episode 11: That One About Liability Pitfalls For Plan Sponsors and Providers

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) talk about liability pitfalls that plan sponsors and plan providers need to avoid.

Episode 10: That One That Is A Very Special Episode From Philadelphia

Ary Rosenbaum (The Rosenbaum Law Firm P.C., that401ksite.com) and Dan Venturi from Bright Worxx bring a very special episode from a suite at Citizens Bank Park after the conclusion of That 401(k) Conference from Philadelphia for their 10th episode.

Ary mentions that very special episodes of Diff'rent Strokes and how multiple times, the Drummond kids were kidnapped and something bad happened to Dudley. 

If you're an advisor, sign up for That 401(k) Conference in St. Petersburg on Thursday, March 7, 2019. http://that401ksite.com/that-401k-conference/

 

 

Episode 9: That One About Why 401(k) Advisors Should Team Up With Other Providers

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) explain why financial advisors should team up with other plan providers, which providers they should team up with, and what kind of resources that these providers can provide.

Episode 8: That One About The New Proposed MEP Regulation

Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) discuss the proposed multiple employer regulations just issues by the Department of Labor.

Episode 7: That One About Form 5500 Issues

Now that October 15th has passed, Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) talk about Form 5500 issues that will catch the attention of the IRS and DOL. 

Episode 6: That One About Common 401(k) Financial Advisor Mistakes

Ary Rosenbaum of The Rosenbaum Law Firm P.C. and that401ksite.com along with co-host Dan Venturi of Bright Worxx discuss the common mistakes that many 401(k) financial advisors make in their practice and tips how to avoid them.

Episode 5: That One About The Most Common Plan Mistakes

Ary Rosenbaum from The Rosenbaum Law Firm and that401ksite.com and Dan Venturi from Bright Worxx talk about their lunch at The Cheesecake Factory, as well as the most common plan mistakes they see in practice and how to correct them. 

 

 

Episode 4: That One About The Wonderful World of MEPs

Ary Rosenbaum and Dan Venturi of Bright Worxx talk about "The Wonderful World of MEPs", multiple employer plans (MEPs). They talk about the history of MEPs and the Department of Labor (DOL) Advisory Opinion that dealt a blow to Open MEPs. They also talk about the potential impact of new DOL regulations to comply with President Trump's executive order, as well as the pitfalls of a MEP.

Episode 3: That One where we introduce Dan Venturi of Bright Worxx

Ary introduces the audience to co-host Dan Venturi from Bright Worxx. Dan talks about his experience as a consultant and how he transitioned that to start a 3(16) stand alone administration firm, which now has expanded to third party administration/ recordkeeping services. 

Ary and Dan also talk about their experiences at That 401(k) Conference which took place on September 13, 2018 at Wrigley Field.

Episode 2: That One About How Advisors Can Grow Their 401(k) Book Of Business

In this episode, Ary provides advice on how financial advisors can start or grow their 401(k) book of business by partnering up with other advisors and providers, attending events such as That 401(k) Conference and 401(k) Rekon, and marketing their value proposition.