That 401(k) Podcast

Ary Rosenbaum talks about the need for vetting other plan providers, using his story about working with Matthew Hutcheson.

 

Check that401ksite.com for more information for That 401(k) Conference and That 401(k) National Conference.

Ary Rosenbaum talks about some of the highlights of That 401(k) Conference, some upcoming That 401(k) Conferences this Fall and That 401(k) National Conference at Walt Disney World Swan in March 2020.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk all about the investment policy statement with a segue into talking about General Mills' Monster Cereals at the end.

Check that401ksite.com for further information on That 401(k) Conference and That 401(k) National Conference at Walt Disney World in March 2020.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about how people can be big things in the 401(k) plan business as plan providers.

 

Check that401ksite.com for articles and information on That 401(k) Conference and That 401(k) National Conference.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the dumb reasons that alone, plan sponsors base their selection of plan providers.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) is without Dan Venturi (Bright Worxx) this week because of scheduling conflicts, so Ary talks about future events and some of the recent 401(k) headlines.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the mistakes that plan sponsors make when starting a 401(k) Plan.

See that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Brightworxx) talk about the way plan sponsors can get in the way of their plan providers and not let them do their job. 

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about what 401(k) plan sponsors should be doing but aren't.

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

Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about the quick fixes that are out there for 401(k) plan errors and omissions and other plan problems. 

Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference at Disney World on March 10-11, 2020.