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.
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.
Ary Rosenbaum of The Rosenbaum Law Firm P.C. and that401ksite.com along with co-host Dan Venturi of Bright Worxx discuss the common mistakes that many 401(k) financial advisors make in their practice and tips how to avoid them.
Ary Rosenbaum from The Rosenbaum Law Firm and that401ksite.com and Dan Venturi from Bright Worxx talk about their lunch at The Cheesecake Factory, as well as the most common plan mistakes they see in practice and how to correct them.
Ary Rosenbaum and Dan Venturi of Bright Worxx talk about "The Wonderful World of MEPs", multiple employer plans (MEPs). They talk about the history of MEPs and the Department of Labor (DOL) Advisory Opinion that dealt a blow to Open MEPs. They also talk about the potential impact of new DOL regulations to comply with […]
Ary introduces the audience to co-host Dan Venturi from Bright Worxx. Dan talks about his experience as a consultant and how he transitioned that to start a 3(16) stand alone administration firm, which now has expanded to third party administration/ recordkeeping services. Ary and Dan also talk about their experiences at That 401(k) Conference which […]
In this episode, Ary provides advice on how financial advisors can start or grow their 401(k) book of business by partnering up with other advisors and providers, attending events such as That 401(k) Conference and 401(k) Rekon, and marketing their value proposition.