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  • #72: That One About Organization For Plan Sponsors January 24, 2020
     Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about why plan sponsors need to be organized and why plan providers should care. Check out that401ksite.com for further information on That 401(k) Conference and That 401(k) National Conference.
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  • #71: That One About Aryisms/Tips on The Business and Life January 17, 2020
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about Aryisms, which is his sayings about the retirement plan business, law firms, and life. Check out that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference. 
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  • #70 That One About MEPs and the SECURE Act January 10, 2020
    Ary Rosenbaum (The Rosenbaum Law Firm P.C.. and that401ksite.com) talks about the SECURE Act and what it does with multiple employer plans. Check out that401ksite.com for further information on That 401(k) National Conference and That 401(k) Conference.
    that401ksite.com
  • #69: That One About Current Plan Problems and Errors January 3, 2020
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about some of the common errors that he's been correcting of late in his law practice
    that401ksite.com
  • #68: That One Abut The SECURE Act December 27, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about their views on the SECURE Act and the effect it will have on the retirement plan business.
    that401ksite.com
  • #67 That One About A Special Holiday Episode December 20, 2019
    Ary Rosenbaum talks about That 401(k) Conference in Arlington, Texas, That 401(k) National Conference, Star Wars, and the SECURE Act. Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
    that401ksite.com
  • #66: That One About 401(k) Features That Aren't A Right Fit For Everyone December 13, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the 401(k) features out there that aren't the right fit for every plan sponsor out there. Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
    that401ksite.com
  • #65: That One About Plan Foul-Ups, Bleeps, and Blunders December 6, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about plan foul-ups, bleeps, and blunders.   Check that401ksite.com for more information on That 401(k) Conference, and That 401(k) National Conference.
    that401ksite.com
  • #64: That One About 2020 November 29, 2019
    Ary Rosenbaum  (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about retirement plan industry changes for 2020. Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.   
    that401ksite.com
  • #63: That One About Great 401(k) Ideas That Look Bad Now November 22, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some great 401(k) ideas at the time, that don't look great now. Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
    that401ksite.com