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.
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