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As a new segment we will be answering questions from the field from 401k Advisors. The guest will rotate to give Advisors fresh perspectives about all things 401k related. Submit your questions to us on Twitter by contacting us there @the401ksg or by using the hashtag #AskThe401SG.
This week Jason Grantz, QPA, AIFA will be answering our first round of questions. These episodes will be short and sweet!
In a new segment from The 401k Study Group ® we bring questions from the field to the experts. Ryan Mumy, CPF, AIF (the Advisor) will be posing some common questions to Jeff Feld, CPA (the TPA/RK). Qualified Plan work is a team sport. Having resources at your disposal and seeking out intelligent partners will only help increase your value to your current and potential Plan Sponsors.
Jeff Feld has more than 30 years of experience in the defined beneift and defined contribution arena. Ryan Mumy is an Advisor that has grown his 401k practice by embracing intelligent partnering. Tune in for a lively discussion.
Today, John Eaton, General Manager @ 401k GPS joins me to discuss how retirement planning can offer Advisors and wealth managers tremendous opportunities.
401K GPS is a collaborative, online tool that gives you and your client more control over their employer-sponsored retirement plan investments. 401K GPS was designed to take the guesswork out of retirement investing by allowing you to co-manage your client’s 401(k) with knowledge, confidence and timely insights and recommendations.
401K GPS, LLC ("401K GPS") is a federally registered investment adviser with the Securities and Exchange Commission (SEC). Please contact 401K GPS at info@401KGPS.com to receive a copy of its disclosure document. 401K GPS does not custody any 401(k) assets. Any historical returns, expected returns, or probability projections may not reflect actual future performance.
Many Advisors and Plan Sponsors are reluctant to reach out to ERISA Attorneys unless they or their clients encounter issues. Today we speak with Thomas Clark, JD, LLM an ERISA Attorney with The Wagner Law Group. We discuss the best ways to establish a business relationship with an ERISA Attorney, when do to it and why.
The choice of a lawyer is an important decision and should not be based solely upon advertisements.
Today I chat with Jeff Feld, CPA about his new 401k platform named Alliance One. Jeff and I will discuss which clients it will appeal to and the details that 401k Advisors need to know when shopping for plans.
AllianceOne is a simple turn-key plan that is built on ultra low-cost investments; fiduciary protection; participant retirement readiness and high-touch administrative services.
There has been much buzz over the rise and asset gathering abilities of so called "robo-Advisors". Today, Chris Costello Co-Founder and CEO of Blooom joins me to chat about how his firm is managing your 401k balance on-line. Blooom has been the focus of content from Fast Company to Forbes, and from Business Insider to Barron's.
Chris and I will discuss the genesis and evolution of the platform and what Advisors should know about Blooom.
Today Laurie Rowley Co-Founder and President of NARPP joins me today to discuss her mission to empower retirement plan participants.
NARPP is a San Francisco-based 501(c)(3) non-profit organization whose mission is to advocate for individual savers. Through pioneering research, independent coalition building, and innovative educational programs, NARPP is making financial information transparent and universally accessible for the 145 million working Americans saving for retirement.
When most Financial Advisors consider asset protection they may not be thinking about "digital assets". Today Woody Levin, Founder and CEO of Estate Assist and I chat about the importance for Consumers to keep an eye on their digital assets. We also chat about a potential solution for Advisors to use with their client, heirs and other parts of their professional planning team.
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 I chat with Carl Richards, author of the books "The Behavior Gap" and "The One Page Financial Plan". Mr. Richards is a Certified Financial Planner and the director of investment education for the BAM Alliance. He is the creator of the weekly Sketch Guy column in the NY Times, and is a columnist for Morningstar Advisor.
Carl uses simple sketches to make complex financial concepts easy to understand. His mix of practical and down to earth candor has long made him one of my favorite financial columnists.
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
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