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  • #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.
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  • #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.
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  • #43: That One About What 401(k) Plan Sponsors May Not Be Aware Of July 5, 2019
    Ary Rosenbaum and Dan Venturi talk about topics and retirement plan concepts that many 401(k) plan sponsors aren't aware of.  Please check out that4o1ksite.com for more information on That 401(k) Conference and That 401(k) Nationa Conference.
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  • #42: The One About Bad Choices That 401(k) Plan Sponsors Make June 28, 2019
    Ary Rosenbaum and Dan Venturi talks about bad choices that 401(k) plan sponsors make, that land them in trouble. Pleas check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference. 
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  • #41: That One About Automatic Rollovers and Uncashed Checks June 21, 2019
    Ary Rosenbaum and Dan Venturi talk about the issue of involuntary cashouts, automatic rollovers, and uncashed checks.  Check that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
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  • #40: That One About 2019 Retirement Plan Industry Developments June 14, 2019
    Consolidation, shelf space payments, and MEPs are just some of the topics that Ary Rosenbaum and Dan Venturi handle on this episode. Check out that401ksite.com to sign up for That 401(k) Conference and That 401(k) National Conference.
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  • #39: That One About Issues That 401(k) Plan Sponsors Need To Focus On June 7, 2019
    Ary Rosenbaum and Dan Venturi talk about issues that 401(k) Plan Sponsors Need To Focus On, before and after they digress and talk about Airplane II.    Check out that401ksite.com for more information on That 401(k) Conference and That 401(k) National Conference.
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  • #38: That One About Smaller Plans Having A Lot More Problems May 31, 2019
    Ary Rosenbaum and Dan Venturi talk about how smaller 401(k) plans have more problems than larger ones.  Check out that401ksite.com for information on all our That 401(k) Conferences including That 401(k) National Conference from Disney World next March.
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  • #37: That One About 401(k) Payroll issues May 24, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about the compliance problems that payroll creates with 401(k) plans.  Check that401ksite.com for information on That 401(k) Conference and That 401(k) National Conference. 
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  • #36: That One About That 401(k) National Conference and That HR Association May 17, 2019
    Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi talk about two of their new projects: That 401(k) National Conference fro Disney World in March 2020 and That HR Association. 
    that401ksite.com