
That 401(k) Podcast
#61: That One About Tales From The ERISA Attorney
33:36 | Nov 8th, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) talks about his career and some of the craziness he has had to deal with as a TPA attorney and law firm associate. Check that401ksite.c...Show More
#60: That One About Avoiding Turning The 401(k) Plan Into A Disaster Movie
34:05 | Nov 1st, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C.) and Dan Venturi (Bright Worxx) talk about two great topics: 1970s disaster movies and 401(k) plan, Check that401ksite.com for more information on That 401(k...Show More
#59: That One About How To Deal With Other Plan Provider
#58: That One With Matt Chatham at Gillette Stadium
#57: That One About When Good Plan Provisions Go Wrong
#56: That One About Vetting Other Plan Providers
28:31 | Oct 4th, 2019
Ary Rosenbaum talks about the need for vetting other plan providers, using his story about working with Matthew Hutcheson. Â Check that401ksite.com for more information for That 401(k) Conference and ...Show More
#55: That One About That 401(k) Conference and That 401(k) National Conference
13:36 | Sep 26th, 2019
Ary Rosenbaum talks about some of the highlights of That 401(k) Conference, some upcoming That 401(k) Conferences this Fall and That 401(k) National Conference at Walt Disney World Swan in March 2020.
#54: That One All About The IPS
35:40 | Sep 20th, 2019
Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk all about the investment policy statement with a segue into talking about General Mills' Monster Ce...Show More