Ary Rosenbaum and Dan Venturi talk about the issue of involuntary cashouts, automatic rollovers, and uncashed checks. 

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Consolidation, shelf space payments, and MEPs are just some of the topics that Ary Rosenbaum and Dan Venturi handle on this episode.

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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. 

 

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Ary Rosenbaum and Dan Venturi talk about how smaller 401(k) plans have more problems than larger ones. 

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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. 

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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.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the things that annoy in the retirement plan industry in this cathartic episode.

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Ary Rosenbaum (The Rosenbaum Law Firm P.C and that401ksite.com) and Dan Venturi talk about their adventures in Kansas City in preparation of That 401(k) Conference in the City of Fountains as well as discussions over That 401(k) National Conference at Walt Disney World next March.

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This week, Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk to the people from JetPay including President Michael Pires to discuss their services and integration with 401(k).

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Brightworxx) talk about referrals for third-party administrators (TPAs) and why plan sponsors need to actually vet them and understand the level of service a particular TPA may offer.