That 401(k) Podcast

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. 

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. 

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.

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.

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.

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.

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/

 

 

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.

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.

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.