SORT BY Relevancy
Today I chat with Jon Baltes, CEO of QP Steno about how his web-based platform enables HR professionals, Financial Advisors and TPA's to be more transparent and accountable for the work that is being done related to a companies qualifed plan. Being able to keep track of the work being done by all providers is crucial is today's environment. Removing overlap, adjusting to participant needs and managing multilple providers can be easily documented by using QP Steno. Adding transparency and keeping track of fees and services is an ongoing battle, learn how QP Steno can make this task a on-line, documented process.
QPSteno aggregates the activities of any CSP to a qualified retirement plan—advisers, broker/dealers, recordkeepers, mutual fund companies, third-party administrators (TPAs).
Control is in the hands of the plan trustee, but service provider input is essential. It is similar to a time sheet tracking of time spent on certain activities.
in Self Help
Once again, we will be joined by a "regular to the show," long-time Boston Globe Economics and Finance reporter, former reporter for The Economist, AND current researcher for the Center for Retirement Research at Boston College, Kimberly Blanton. Kim will join us for a discussion about retirement and finance.
Kim and Reggie Harris combine a strong folk and gospel legacy with a solid background in classical, rock and pop music, with performances at venues such as The Kennedy Center, The Brooklyn Academy of Music, The Smithsonian Institute, Reunion Arena in Texas, and Psalm Festival in Graz, Austria, among many others. The many other musicians they have performed with include Pete Seeger, Tom Paxton, and Harry Belafonte. Kim and Reggie will join us to talk about they're musical history, what they're doing these days, and we'll play some of their music.
Laura Gelezunas will be back to report in from the retirement paradise south of the border, Puerto Vallarta, MX.
AND...SELF-LOVE! Why and how?
Today I chat with Sharon Pivirotto as we discuss the 401k Client Acquistion Workshop:
Would you like to grow your 401k business but lack sales resources and qualified leads?
It continues to get more difficult to get plan sponsors’ time and attention and compete for new 401k business.
Why do some advisors consistently grow year over year while other advisors struggle to even get a qualified appointment?
The difference isn’t in sales skills or fiduciary status. The difference is hidden inside the tactics and strategies used and the implementation of those strategies.
Sharon along with Stephen Wershing and Jane Murphy have created a new workshop to help Advisors streamline and implement a new age client acquisitoin strategy.
You can find more info here: www.401kbestpractices.com/401kstudygroup
It won't be cozy 9-0 Lambeau as the location for the game to go to the Super Bowl. Is that enough to send the Packers home on the doorstep of a great season? Can the Packers master the elements, the crowd noise, and the Seahawks? Or, are we still a year away? And miles away from our best chance at returning to the big game?
The "Boomer Generation" has reached the age of retirement. That includes Dr. Marc and millions of other Americans. The question is, "How many of us can afford to retire on our savings and social security??? Granted, some of us have a pension or a retirement fund. But how many of us have depleted their savings and retirement just to "hold onto" our homes?? How many of us could not afford to send our chhildren to college??? Call us with your thoughts at 646-595-3275.
In this episode, Ron DeLegge does a Portfolio Report Card for PK in Rockville, MD. She's 38, works in the public relations field and has an $89,000 retirement plan divided across just three mutual funds. Is PK's investment plan on or off track? Does her plan get an A, B, C, D, or F? Host, Ron DeLegge analyzes and grades PK's investment portfolio to find out how she does.
Get $100 if your Portfolio Report Card is an "A"
Follow us on Twitter @PTalkRadio
Join Host Live Chats
- Talk Real Solutions (41 chatters)
- WGAG Radio (24 chatters)
- Curious Times (24 chatters)
- DYNASTY NETWORK 1382 (18 chatters)
- PonyToast (17 chatters)
- Bards Logic Political Talk (8 chatters)
- Love Productions (8 chatters)
- Brain Injury Radio (7 chatters)
- EvolutionRadioNetwork (4 chatters)
- Ms KiKi (4 chatters)
- Hot Topics Talk Radio (4 chatters)
- Jay King Network (4 chatters)
- 13RevolutionRadio (4 chatters)
- FrankStanisci (4 chatters)
- TheLegacyOfANation (3 chatters)
- This Is The Full Fledge Show (3 chatters)
- Quagmire America (2 chatters)
- AOW Productions (2 chatters)
- Fellowship of Deliverance (2 chatters)
- Citizen X X (1 chatters)
- Crush Radio Raw (1 chatters)
- Autistic People (1 chatters)
- FreedomizerRadio (1 chatters)
- Non Partisan Liberty For all (1 chatters)
- ROADTOSTARDOM RADIO (1 chatters)
- The Phantom Zone Radio Show (1 chatters)
- The Real Side Radio (1 chatters)
- Universal Radio (1 chatters)