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RSS That 401(k) Podcast

  • #53: That One About How To Be A Big Thing In The 401(k) Plan Business September 13, 2019
    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.
    that401ksite.com
  • #52: That One About Reasons Alone That Are Wrong For Hiring A Plan Provider September 6, 2019
    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.
    that401ksite.com
  • #51: That Very Special Episode of That 401(k) Podcast August 30, 2019
    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.
    that401ksite.com
  • #50: That One About Mistakes In Starting A 401(k) Plan August 24, 2019
    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.
    that401ksite.com
  • #49: That One About Why Plan Sponsors Should Let Their Plan Providers Do Their Job August 16, 2019
    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. 
    that401ksite.com
  • #48: Things That 401(k) Plan Sponsors Are Supposed To Do, But Aren't Doing Anyway August 9, 2019
    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.
    that401ksite.com
  • #47: That One About Quick Fixes for 401(k) Plan Errors and Omissions August 2, 2019
    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.
    that401ksite.com
  • #46: That One About Stuff We're Working On July 26, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about some of the stuff they're working on, namely: That 401(k) Conference, That 401(k) National Conference, That HR Association, and That Smart IRA. Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference. 
    that401ksite.com
  • #45 That One About New Things For 401(k) Sponsors and Advisors To Know About July 19, 2019
    Ary Rosenbaum and Dan Venturi are talking about some new things going on in the retirement plan business that 401(k) plan sponsors and advisors may not be aware of. Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
    that401ksite.com
  • #44: The One About Bad Choices For 401(k) Plan Sponsors July 12, 2019
    Ary Rosenbaum and Dan Venturi talk about bad choices made by 401(k) plan sponsors that lead to bad results.
    that401ksite.com