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Please join me as I discuss the ins and outs of 401k Investment Committees with Ary Rosenbaum. Ary is an ERISA Attorney and a frequent contributor to our show and to The 401k Study Group.
Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach.
Ryan's Qualified Retirement Plan division works closely with plan sponsors & CPA Audit firms to ensure compliance with the new (and old) ERISA & Department of Labor requirements. In many cases they can lower the workload required at the company level, limit the liability a Responsible Plan Fiduciary can face, & reduce a plan's overall cost.
Join us to learn how he has done it!
Please tune in to listen to Jason Grantz, QPA, QKA, AIF and I discuss the myriad of numbers and letters that Plan Sponsors have to decipher. Advisors in the Qualified Plan should listen in to learn how Unified Trust can assist you and your Plan Sponsors with the process of choosing a 401k Provider.
If you are stressed about your 401k, You are not alone as a recent survey indicates 52% of Americans do not understand their 401k plan. Why is the 401k so confusing? What can you do to better understand your options? Does it ever make sense to Not participate? No BS Money Todd Strobel asks these questions and more as he interviews Best Selling Financial Author, Kim Butler.
Join me today as I chat with James Holland from MillenniuM Investment & Retirement Advisors, LLC as we discuss the chaning landscape in the qualified plan space. We will also touch on the "team" approach to qualified plans versus going it alone and the opportunites that present themselves when you stay in front of the CFO and Human Resource Directors.
Roth 401k conversion give investors opportunity and growth. Learn how you can benefit from the new fiscal bill. Tune in to hear financial expert, Bahiyah Shabazz, 'Fix Your Money'. She is also the author of Spending cleanse: Clean up your finances in 5 days. Catch us each Wednesday 10 pm CST!!
Ernest and Renate will discuss with the pitfalls of the 401k retirement plan and the ramifications of group coverage in this week's episode of A American Legacy
Charlie Epstein has 32 years of professional experience in the financial services industry providing corporate retirement plan consulting, wealth management and financial planning for individuals. He is nationally recognized as The 401k Coach and has coached over 2,500 other financial professionals on their unique value and best practices, significantly impacting the industry and facilitating successful outcomes for plan sponsors and participants across the country. He has been named by 401kWir
Join me as I chat with Joe Reese, QPFC, AIF as we discuss the change from funds, fees and fiduciary discussions to retirement readiness.
Has the market tired of hearing about expenses and invetstments. What is the determining factor of a succesful and effective 401k plan?
Tune in and find out!
Go to www.BuildYourBunker.com now. STOP The Government Taxation Of Your Financial Future! If you have a large 401k or IRA the Confiscation Games are alive and well in Washington today. The Obama adminstration has a bullseye on 401k and IRA confiscation, but this time, it's about your estate. Behind closed doors in Washington, lawmakers are manipulating the tax laws to squeeze more money from you.
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