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 took place on September 13, 2018 at Wrigley Field.

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.

Pilot episode of That 401(k) Podcast as ERISA Attorney Ary Rosenbaum introduces the podcast and talks about his career and why he started this podcast.