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That 401(k) Podcast

That 401(k) Podcast

#14: That One About A Plan Provider Honor Code

#14: That One About A Plan Provider Honor Code

2018-12-14
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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.

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#180: The Pet Peeves About Being A 401(k) Plan Sponsor
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#179: What Plan Sponsors Can Do If Their Plan Provider is Breaking Bad
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#177: That One About Small Retirement Plans
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#176: That One About Plan Sponsors Needing A Retirement Plan Dentist
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#175: That One About The Perilous Move From One 401(k) TPA to Another
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#174: That One About Marketing Your Plan Provider Business On A Shoestring
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#173: That One About Avoiding The Rule That Will Cause Plan Sponsors Trouble
2021-12-31 139
#172: That One About Routine Errors That Get Plan Sponsors In Trouble
2021-12-24 126
#171: That One About IRS/DOL Audits
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#170: That One About The Need To Hire The Right TPA
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#169: That One Dealing With The 800 Pound Gorilla Plan Providers In The Room
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#168: That One About Secrets of the 401(k) Business Exposed
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#167: That One About Plan Sponsors‘ Misconceptions About Fee Disclosure
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#166: That One About The Retirement Plan Business Being Relationship Driven
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#165: That One About Absurd 401(k) Plan Sponsor Facts That Are True
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#164: That One Plan Sponsors Assuming Things Are OK
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#163: That One About Plan Providers That Plan Sponsors Maybe Shouldn‘t Be Looking For
2021-10-22 138
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