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Join me today as I chat with Ariana Amplo from The Inhub. We will discuss the challenges facing Plan Sponsors and Advisors alike when it comes to the traditional methods of conducting a qualified plan RFP. Is web-based right for you? Will Plan Sponsors actually seek out this service in the absence of an Advisor? Join us as we discuss these questions as well as others concerning the RFP process.
Please join me today as I chat with Colleen Bell, Vice President Retirement Center at Cambride Investment Research as we chat about her passion -Financial Wellness
There has been movement and disucssions form Advisors, Plan Sponsors and HR Professionals about moving the conversation away from Partcipant Educattion to Financial Wellness. Listen in to here our thoughts on that topic and why changing the conversation will be helpful in the future.
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.
Today my guest is Amy Buttell, CEO of Lake Effect Creative. Amy is a financial storyteller. She works with financial services professionals to craft compelling stories by using various types of print and digital media. With over 14 years of experience Amy is well versed with the challenges of an Advisor workinging in the digital world.
Amy was very generous this month by allowing members of The 401k Study Group to answer a challenge question to win a blog post on how to improve 401k Enrollment Meetings.
You can follow Amy here on Twitter and her company page is here as well.
Looking forward to chatting with Amy about how Financial Advisors can craft the right kind of story to reach the audience they are looking to work with in the practices.
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!
Today I chat with Jeff Feld, CPA - Principal of Alliance Pension, LLC. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the American Society of Pension Actuaries. He has provided guidance and professional perspective to the top management of Charles Schwab through his selection to serve on their national Advisory Board. He frequently speaks at professional seminars and writes articles focusing on 401(k) issues, fee disclosure and other benefit plan topics. We will be discussing what top shelf plan retirement plan support should look like to an Advisor and a Plan Sponsor. Jeff will also chat about betting early on technology and how that has improved the level of service that Alliance can provide.
Join me as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of The 401k Study Group®. July Business Services is a national retirement plan services firm providing independent, high quality services and solutions to investment advisors, employers, and plan participants. Our strength derives from many years of hands-on experience and from our customer-first approach to helping our clients meet their goals. We believe that through the basics of honesty, loyalty, integrity, and the building-up of others, we will create long-term partnerships.
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