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  • #27 That One From Tropicana Field March 15, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about some of the presentations and issues brought from That 401(k) Conference in Tropicana Field.
    that401ksite.com
  • #26 That One About Threats To 401(k) Plan Sponsors Besides Class Action Lawsuits March 8, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) discuss real threats other than a class action lawsuit for 401(k) plan sponsors. For small and mid-size plan, these type of plans have much greater potential threats than a big class action lawsuit.
    that401ksite.com
  • #25 That One About Bad Reasons To Hire 401(k) Plan Providers March 1, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some of the bad reasons that 401(k) plan sponsors make in hiring plan providers.
    that401ksite.com
  • #24 That One About Problems That Plan Sponsors Might Not Even Know About February 22, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P,C, and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the problems that may plague 401(k) plan sponsors and they have absolutely no idea.
    that401ksite.com
  • #23 That One About When Plan Sponsors Should Fire The TPA February 15, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the reasons when a plan sponsor need to fire their third party administrator. 
    that401ksite.com
  • #22 The One About How Plan Providers Can Deal With Clients February 8, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about how plan providers can deal with their clients and how it just boils to basic human relationships. 
    that401ksite.com
  • #21 That One About Misconceptions About ERISA 404(c) plans February 1, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major misconceptions concerning ERISA 404(c) and participant-directed 401(k) plans. 
    that401ksite.com
  • #20 The One About Problems That Plan Providers Can't Afford Not To Fix January 25, 2019
    If you're a plan provider, no matter how great your service is, it won't matter if you take care of some glaring problems. Ary Rosenbaum and Dan Venturi talk about certain big ticket problems that every retirement plan provider needs to fix. 
    that401ksite.com
  • #19 That One About Retirement Plan War Stories January 18, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about some war stories through their careers as retirement plan experts. Some are shocking, some are strange, some are funny, and they are all true.
    that401ksite.com
  • #18 That One About Challenges for Plan Providers January 11, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the major challenges for retirement plan providers as we start in 2019.
    that401ksite.com