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.

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.

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.

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.

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.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about the major misconceptions that plan sponsors have about their retirement plans.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about defined benefit plans and how they haven't gone the ways of bellbottoms and Betamax and why they're still a great fit for many employers.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA issues regarding private equity, as well as mergers and acquisitions and the ramifications for the retirement plans involved.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) discuss about an honor code for plan provider on what they should do and what they shouldn't do with other plan providers and plan sponsors.

Ary Rosenbaum (The Rosenbaum Law Firm P.C. and that401ksite.com) and Dan Venturi (Bright Worxx) talk about ERISA 3(16) services and the issues regarding the plan providers that offer it, the different levels of service, and concerns for plan sponsors and plan providers interested in it.