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That 401(k) Podcast

That 401(k) Podcast

Episode 13: That One About 3(16) ERISA Services

Episode 13: That One About 3(16) ERISA Services

2018-12-07
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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.

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More Episodes

Episode 4: That One About The Wonderful World of MEPs
2018-10-05 56
Episode 3: That One where we introduce Dan Venturi of Bright Worxx
2018-09-28 52
Episode 2: That One About How Advisors Can Grow Their 401(k) Book Of Business
2018-09-25 95
That 401(k) Podcast Pilot, September 21, 2018
2018-09-21 121
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