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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.
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.
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.
More Info on Busting Retirement Planning Lies
in Pop Culture
Where do ratchet babies come from? Happy Father's Day! The #SundayDinnerCrew is back! Tune in tonight at 8pm ET as #HolliewoodAndFriends (Hollie Wood, Venor & Miss Juddy) give you the latest #HotInTheBlogs topics as only they can!
They'll also get aquainted with up and coming Hip-Hop artist 401K.
Everyone is talking about the College student who breast fed her baby during the graduation ceremony. Big deal or nah?
The new season of "Orange Is The New Black" plus details on Season 3.
Jermaine Dupri defends Mariah Carey's album sales.
Most ridiculous petition ever. Beyonce and Jay Z told to comb Blue Ivy's hair
Sanaa Lathan's Stalker
And a WHOLE LOT MORE!
Including #RecklessAndRatchet and #WhatBlowsMine? Where you, the listener can call in and tell us what's that one thing that just gets under your skin. Tune in tonight at 8pm ET!
You can call 646-716-8544 just to listen or press 1 to be a part of the show and speak your mind on the topics.
Are you an artist? Do you know an artist? Submit music to the be played on the show firstname.lastname@example.org
**CATCH HOLLIE WOOD AND FRIENDS LIVE IN CONCERT - JUNE 29TH - 7PM - SPIKE HILL 186 BEDFORD AVE (IN WILLIAMSBURG, BK) FEATURING PERFORMANCES BY HOLLIE WOOD, VENOR, TATIANA SCOTT AND MORE... 21+ - TIX $10 - FACEBOOK.COM/IAMHOLLIEWOOD**
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!!
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.
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 401kWire as a Top 100 Most Influential Person in the Retirement Industry. Charlie's first book, Paychecks for Life: How to Turn your 401(k) into a Paycheck Manufacturing Company, has sold over 5,000 copies in its first year. Paychecks for Life and its Nine Principles are solely focused on teaching Americans how to maximize the 401(k) mechanism to adequately save for retirement with a practical and systematic approach, without getting lost in all the technical jargon. Charlie has invented a uniquely creative way to get his Paychecks for Life message across. Principle #2 in his book: Determine your Desirement Mortgage, takes you through the process of achieving your income replacement in a way one would understand the home mortgage process. In addition, there is also a calculator software program to assist in figuring out your Desirement Number.
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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